Carolq personal page - To The Moon

Carolq

Carolq

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02-17

Happy trading using Tiger Trade App

02-17

2024 is a good start as made some profit and hope will continue

2022-11-11

Upstrend can continue ?

Wall Street Ends Sharply Higher on Sign of Cooling Inflation

2022-03-09

Hope can bring share price up

Apple Unveils New $4,000 Mac Studio with an m1 Ultra Chip, Along with Refreshed iPhone SE and iPad Air

2022-03-26

Let see tech stock performance next week

US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump

2022-05-14

Good. Is it time to invest directly in cryptocurrency like Bitcoin and Ethereum and which platform to use?

Why Coinbase Stock Rebounded Today

2022-04-18

Be cautious

Pre-Bell｜U.S. Stock Futures Declined As Earnings Rolled in; Twitter Rebounded Nearly 5%

2022-04-17

Buy at dip

2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock

2022-09-30

Alphabet

Sorry, the original content has been removed

2022-07-29

Buy and hold

5 Monster Growth Stocks Begging to Be Bought

2022-06-04

Wait and see

Biden Dismisses Elon Musk "Super Bad Feeling" on Economy With Moon Retort

2022-03-30

Hope it will continue to go up

US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict

2022-03-19

How long can continue going up ?

Sorry, the original content has been removed

2022-03-17

Good for company prospect and share price

Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%

2022-08-05

Caution

Jobs Friday Is Here, The Data Could Show a Slowdown

2022-05-28

Buy selectively and in stages

Why Citi Says It’s Finally Time to Start Buying Stocks

2022-05-23

Hopefully bring positive effect on stock price

Tesla Said To Have Introduced A Second Shift At This Gigafactory

2022-04-23

Can buy baba and hold

Alibaba Vs. Amazon Stock: Back To Fundamentals

Go to Tiger App to see more news

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Motors(TSLA)$","images":[{"img":"https://community-static.tradeup.com/news/4102c783f25d295a5239b5b377d349f3","width":"1125","height":"2077"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987152499","isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9984915506,"gmtCreate":1667519469405,"gmtModify":1676537929857,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Great news&nbsp;","listText":"Great news&nbsp;","text":"Great news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984915506","repostId":"2280786544","repostType":2,"repost":{"id":"2280786544","pubTimestamp":1667517891,"share":"https://www.laohu8.com/m/news/2280786544?lang=&edition=full","pubTime":"2022-11-04 07:24","market":"us","language":"en","title":"Block Stock Surges 12.6% After Cash App, Square Drive Big Q3 Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2280786544","media":"seekingalpha","summary":"Block (NYSE:SQ) stock gained 12.6% in Thursday after-hours trading after the payment tech company's ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SQ\">Block</a> (NYSE:SQ) stock gained 12.6% in Thursday after-hours trading after the payment tech company&#39;s Q3 earnings and revenue exceeded Wall Street expectations as gross profit at both its Cash App and Square ecosystem units climbed from the prior quarter and a year ago.</p><p><img src=\"https://static.tigerbbs.com/654ae985c975ea77e3491811b8a3f9c6\" tg-width=\"836\" tg-height=\"856\" width=\"100%\" height=\"auto\"/></p><p>Q3 gross payment volume of $54.4B from $52.5B in Q2 and from $45.4B in Q3 2021.</p><p>Q3 adjusted EPS of $0.42 vs. $0.23 consensus, $0.18 in Q2 and $0.25 in the year-ago quarter.</p><p>Q3 total net revenue of $4.52B, vs. $4.47B consensus, $4.40B in the prior quarter and $B in the year-ago period.</p><p>Excluding bitcoin (BTC-USD) and BNPL, total net revenue was $2.54B vs. $2.41B in Q2 and rose 25% Y/Y.</p><p>Transaction-based revenue of $1.52B increased 17% Y/Y and rose from $1.48B in Q2.</p><p>Cash App generated $2.68B of revenue in Q3, up from $2.62B in the prior quarter and rose 12% Y/Y. Cash App generated $1.76B of bitcoin revenue compared with $1.79B in the previous quarter, while bitcoin gross profit of $37M fell 12% Y/Y. Cash App gross profit of $774M increased from $705M in the prior quarter and from $512M in Q3 2021.</p><p>The Square ecosystem generated $1.77B revenue in Q3 vs. $1.73B in Q2. Its gross profit of $783M increased from $755M in Q2 and from $606M in Q3 2021.</p><p>Q3 adjusted EBITDA of $327M vs. $187M in Q2 and $233M in Q3 2021.</p><p>Buy Now Pay Later platform contributed $210M in revenue in Q2 vs. $208M in Q2 and $150M of gross profit, the same as in the previous quarter.</p><p>For Q4, Block (SQ) is expecting non-GAAP operating expenses of $1.47B, up $206M from Q3. Excluding BNPL, it expects non-GAAP operating expenses of $1.25B, up $162M from the prior quarter.</p><p>On a GAAP basis, it expects to incur ~$57M quarterly expenses related to amortization of intangible assets through the remainder of 2022 and over the next few years, the same as its estimate in August.</p><p>Earlier, Block (SQ) non-GAAP EPS of $0.42 beats by $0.19, revenue of $4.52B beats by $50M</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Block Stock Surges 12.6% After Cash App, Square Drive Big Q3 Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBlock Stock Surges 12.6% After Cash App, Square Drive Big Q3 Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-04 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3901390-block-q3-earnings-beat><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Block (NYSE:SQ) stock gained 12.6% in Thursday after-hours trading after the payment tech company's Q3 earnings and revenue exceeded Wall Street expectations as gross profit at both its Cash App and ...</p>\n\n<a href=\"https://seekingalpha.com/news/3901390-block-q3-earnings-beat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3901390-block-q3-earnings-beat","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2280786544","content_text":"Block (NYSE:SQ) stock gained 12.6% in Thursday after-hours trading after the payment tech company's Q3 earnings and revenue exceeded Wall Street expectations as gross profit at both its Cash App and Square ecosystem units climbed from the prior quarter and a year ago.Q3 gross payment volume of $54.4B from $52.5B in Q2 and from $45.4B in Q3 2021.Q3 adjusted EPS of $0.42 vs. $0.23 consensus, $0.18 in Q2 and $0.25 in the year-ago quarter.Q3 total net revenue of $4.52B, vs. $4.47B consensus, $4.40B in the prior quarter and $B in the year-ago period.Excluding bitcoin (BTC-USD) and BNPL, total net revenue was $2.54B vs. $2.41B in Q2 and rose 25% Y/Y.Transaction-based revenue of $1.52B increased 17% Y/Y and rose from $1.48B in Q2.Cash App generated $2.68B of revenue in Q3, up from $2.62B in the prior quarter and rose 12% Y/Y. Cash App generated $1.76B of bitcoin revenue compared with $1.79B in the previous quarter, while bitcoin gross profit of $37M fell 12% Y/Y. Cash App gross profit of $774M increased from $705M in the prior quarter and from $512M in Q3 2021.The Square ecosystem generated $1.77B revenue in Q3 vs. $1.73B in Q2. Its gross profit of $783M increased from $755M in Q2 and from $606M in Q3 2021.Q3 adjusted EBITDA of $327M vs. $187M in Q2 and $233M in Q3 2021.Buy Now Pay Later platform contributed $210M in revenue in Q2 vs. $208M in Q2 and $150M of gross profit, the same as in the previous quarter.For Q4, Block (SQ) is expecting non-GAAP operating expenses of $1.47B, up $206M from Q3. Excluding BNPL, it expects non-GAAP operating expenses of $1.25B, up $162M from the prior quarter.On a GAAP basis, it expects to incur ~$57M quarterly expenses related to amortization of intangible assets through the remainder of 2022 and over the next few years, the same as its estimate in August.Earlier, Block (SQ) non-GAAP EPS of $0.42 beats by $0.19, revenue of $4.52B beats by $50M","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989691041,"gmtCreate":1665980316183,"gmtModify":1676537687029,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Hope good results&nbsp;","listText":"Hope good results&nbsp;","text":"Hope good results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989691041","repostId":"2276758809","repostType":4,"repost":{"id":"2276758809","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665946740,"share":"https://www.laohu8.com/m/news/2276758809?lang=&edition=full","pubTime":"2022-10-17 02:59","market":"us","language":"en","title":"Tesla, Netflix Set to Report Earnings: What to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2276758809","media":"Dow Jones","summary":"Third-quarter earnings season picks up this week, with more than 60 S&P 500 companies scheduled to r","content":"<html><head></head><body><p>Third-quarter earnings season picks up this week, with more than 60 S&amp;P 500 companies scheduled to report. The economic calendar will bring a bevy of housing-market indicators and other data.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a> and <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a> will be Monday&#39;s earnings highlights, followed by <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/LMT\">Lockheed Martin</a>, Johnson &amp; Johnson, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, and <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> on Tuesday.</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Procter &amp; Gamble, <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines Holdings, and Nestlé release results on Wednesday. Thursday will be busy: Blackstone, Dow, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a> Group, AT&amp;T, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, Snap, and <a href=\"https://laohu8.com/S/SAM\">Boston Beer</a> all report. Finally, <a href=\"https://laohu8.com/S/AXP\">American Express</a>, <a href=\"https://laohu8.com/S/VZA\">Verizon</a> Communications, and <a href=\"https://laohu8.com/S/SLB\">Schlumberger</a> close the week on Friday.</p><p>Housing data out this week will include the National Association of Home Builders&#39; NAHB/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> Housing Market Index for October on Tuesday, the Census Bureau&#39;s new residential construction data for September on Wednesday, and the <a href=\"https://laohu8.com/S/NHLDW\">National</a> Association of Realtors&#39; existing-home sales for September on Thursday.</p><p>Other economic releases this week include the Federal Reserve&#39;s latest beige book on Wednesday and the Conference Board&#39;s Leading Economic Index for September on Thursday.</p><p><b>Monday 10/17</b></p><p>Bank of America, Charles Schwab, and <a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a> report third-quarter earnings.</p><p>The Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for October. Expectations are for a minus 2.5 reading, compared with minus 1.5 in September. Readings above zero represent economic expansion in the survey.</p><p><b>Tuesday 10/18</b></p><p>Netflix, Lockheed Martin, Albertsons, <a href=\"https://laohu8.com/S/HAS\">Hasbro</a>, Johnson &amp; Johnson, Roche Holding, Goldman Sachs, Truist Financial, State Street, <a href=\"https://laohu8.com/S/IBKR\">Interactive Brokers</a>, <a href=\"https://laohu8.com/S/OMC\">Omnicom</a> Group, J.B. Hunt Transport Services, and Intuitive Surgical are among companies discussing financial results.</p><p>The Federal Reserve releases industrial production data for September. Economists are looking for no change, after a 0.2% drop in August. Capacity utilization is expected at 79.9%, roughly in line with August&#39;s 80.0%.</p><p>The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for October. Consensus estimate is for a 43.5 reading, compared with 46 in September. The index has dropped every month in 2022 from its 84 reading in December.</p><p><b>Wednesday 10/19</b></p><p>The Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.480 million new housing starts, compared with 1.575 million in August.</p><p>IBM, Tesla, Procter &amp; Gamble, <a href=\"https://laohu8.com/S/TRV\">Travelers</a>, <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>, <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines Holdings, <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>, <a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust, Nestlé, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, <a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a>, <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a>, ASML Holding, <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/PLD\">Prologis</a>, and <a href=\"https://laohu8.com/S/AA\">Alcoa</a> hold earnings calls with investors.</p><p>The Federal Reserve Bank releases its beige book on current economic conditions among its 12 districts.</p><p>Thursday 10/20</p><p>Blackstone, Dow, Union Pacific, NextEra Energy, KeyCorp, <a href=\"https://laohu8.com/S/MAN\">ManpowerGroup</a>, Snap-On, <a href=\"https://laohu8.com/S/DHR\">Danaher</a>, <a href=\"https://laohu8.com/S/AFG\">American</a> Airlines Group, AT&amp;T, <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> International, Union Pacific, <a href=\"https://laohu8.com/S/DGX\">Quest Diagnostics</a>, <a href=\"https://laohu8.com/S/GPC\">Genuine Parts</a>, CSX, Snap, and Boston Beer hold earnings conference calls.</p><p>The Conference Board releases its Leading Economic Index for September. Consensus estimate is for a seasonally adjusted 0.3% month-over-month decline, after a 0.3% drop in August.</p><p>The National Association of Realtors reports existing-home sales for September. Expectations are for a seasonally adjusted annual rate of 4.70 million homes sold, compared with 4.80 million in August.</p><p>The Philadelphia Fed Manufacturing Index is released. Estimates call for a minus 5.0 reading in October, compared with minus 9.9 in September.</p><p>Friday 10/21</p><p>American Express, <a href=\"https://laohu8.com/S/WHR\">Whirlpool</a>, Regions Financial, HCA <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, <a href=\"https://laohu8.com/S/THC\">Tenet Healthcare</a>, and Schlumberger hold earnings conference calls.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Netflix Set to Report Earnings: What to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, Netflix Set to Report Earnings: What to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-17 02:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Third-quarter earnings season picks up this week, with more than 60 S&amp;P 500 companies scheduled to report. The economic calendar will bring a bevy of housing-market indicators and other data.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a> and <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a> will be Monday&#39;s earnings highlights, followed by <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, <a href=\"https://laohu8.com/S/LMT\">Lockheed Martin</a>, Johnson &amp; Johnson, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>, and <a href=\"https://laohu8.com/S/ISRG\">Intuitive Surgical</a> on Tuesday.</p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, Procter &amp; Gamble, <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines Holdings, and Nestlé release results on Wednesday. Thursday will be busy: Blackstone, Dow, <a href=\"https://laohu8.com/S/AAL\">American Airlines</a> Group, AT&amp;T, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a>, Snap, and <a href=\"https://laohu8.com/S/SAM\">Boston Beer</a> all report. Finally, <a href=\"https://laohu8.com/S/AXP\">American Express</a>, <a href=\"https://laohu8.com/S/VZA\">Verizon</a> Communications, and <a href=\"https://laohu8.com/S/SLB\">Schlumberger</a> close the week on Friday.</p><p>Housing data out this week will include the National Association of Home Builders&#39; NAHB/<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a> Housing Market Index for October on Tuesday, the Census Bureau&#39;s new residential construction data for September on Wednesday, and the <a href=\"https://laohu8.com/S/NHLDW\">National</a> Association of Realtors&#39; existing-home sales for September on Thursday.</p><p>Other economic releases this week include the Federal Reserve&#39;s latest beige book on Wednesday and the Conference Board&#39;s Leading Economic Index for September on Thursday.</p><p><b>Monday 10/17</b></p><p>Bank of America, Charles Schwab, and <a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a> report third-quarter earnings.</p><p>The Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for October. Expectations are for a minus 2.5 reading, compared with minus 1.5 in September. Readings above zero represent economic expansion in the survey.</p><p><b>Tuesday 10/18</b></p><p>Netflix, Lockheed Martin, Albertsons, <a href=\"https://laohu8.com/S/HAS\">Hasbro</a>, Johnson &amp; Johnson, Roche Holding, Goldman Sachs, Truist Financial, State Street, <a href=\"https://laohu8.com/S/IBKR\">Interactive Brokers</a>, <a href=\"https://laohu8.com/S/OMC\">Omnicom</a> Group, J.B. Hunt Transport Services, and Intuitive Surgical are among companies discussing financial results.</p><p>The Federal Reserve releases industrial production data for September. Economists are looking for no change, after a 0.2% drop in August. Capacity utilization is expected at 79.9%, roughly in line with August&#39;s 80.0%.</p><p>The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for October. Consensus estimate is for a 43.5 reading, compared with 46 in September. The index has dropped every month in 2022 from its 84 reading in December.</p><p><b>Wednesday 10/19</b></p><p>The Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.480 million new housing starts, compared with 1.575 million in August.</p><p>IBM, Tesla, Procter &amp; Gamble, <a href=\"https://laohu8.com/S/TRV\">Travelers</a>, <a href=\"https://laohu8.com/S/CFG\">Citizens Financial Group</a>, <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines Holdings, <a href=\"https://laohu8.com/S/ABT\">Abbott Laboratories</a>, <a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust, Nestlé, <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a>, <a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a>, <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a>, ASML Holding, <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a>, <a href=\"https://laohu8.com/S/PLD\">Prologis</a>, and <a href=\"https://laohu8.com/S/AA\">Alcoa</a> hold earnings calls with investors.</p><p>The Federal Reserve Bank releases its beige book on current economic conditions among its 12 districts.</p><p>Thursday 10/20</p><p>Blackstone, Dow, Union Pacific, NextEra Energy, KeyCorp, <a href=\"https://laohu8.com/S/MAN\">ManpowerGroup</a>, Snap-On, <a href=\"https://laohu8.com/S/DHR\">Danaher</a>, <a href=\"https://laohu8.com/S/AFG\">American</a> Airlines Group, AT&amp;T, <a href=\"https://laohu8.com/S/PM\">Philip Morris</a> International, Union Pacific, <a href=\"https://laohu8.com/S/DGX\">Quest Diagnostics</a>, <a href=\"https://laohu8.com/S/GPC\">Genuine Parts</a>, CSX, Snap, and Boston Beer hold earnings conference calls.</p><p>The Conference Board releases its Leading Economic Index for September. Consensus estimate is for a seasonally adjusted 0.3% month-over-month decline, after a 0.3% drop in August.</p><p>The National Association of Realtors reports existing-home sales for September. Expectations are for a seasonally adjusted annual rate of 4.70 million homes sold, compared with 4.80 million in August.</p><p>The Philadelphia Fed Manufacturing Index is released. Estimates call for a minus 5.0 reading in October, compared with minus 9.9 in September.</p><p>Friday 10/21</p><p>American Express, <a href=\"https://laohu8.com/S/WHR\">Whirlpool</a>, Regions Financial, HCA <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a>, <a href=\"https://laohu8.com/S/THC\">Tenet Healthcare</a>, and Schlumberger hold earnings conference calls.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","NFLX":"奈飞","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4507":"流媒体概念","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4532":"文艺复兴科技持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2276758809","content_text":"Third-quarter earnings season picks up this week, with more than 60 S&P 500 companies scheduled to report. The economic calendar will bring a bevy of housing-market indicators and other data.Bank of America and Charles Schwab will be Monday's earnings highlights, followed by Netflix, Lockheed Martin, Johnson & Johnson, Goldman Sachs, and Intuitive Surgical on Tuesday.IBM, Tesla, Procter & Gamble, United Airlines Holdings, and Nestlé release results on Wednesday. Thursday will be busy: Blackstone, Dow, American Airlines Group, AT&T, Union Pacific, Snap, and Boston Beer all report. Finally, American Express, Verizon Communications, and Schlumberger close the week on Friday.Housing data out this week will include the National Association of Home Builders' NAHB/Wells Fargo Housing Market Index for October on Tuesday, the Census Bureau's new residential construction data for September on Wednesday, and the National Association of Realtors' existing-home sales for September on Thursday.Other economic releases this week include the Federal Reserve's latest beige book on Wednesday and the Conference Board's Leading Economic Index for September on Thursday.Monday 10/17Bank of America, Charles Schwab, and Bank of New York Mellon report third-quarter earnings.The Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for October. Expectations are for a minus 2.5 reading, compared with minus 1.5 in September. Readings above zero represent economic expansion in the survey.Tuesday 10/18Netflix, Lockheed Martin, Albertsons, Hasbro, Johnson & Johnson, Roche Holding, Goldman Sachs, Truist Financial, State Street, Interactive Brokers, Omnicom Group, J.B. Hunt Transport Services, and Intuitive Surgical are among companies discussing financial results.The Federal Reserve releases industrial production data for September. Economists are looking for no change, after a 0.2% drop in August. Capacity utilization is expected at 79.9%, roughly in line with August's 80.0%.The National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for October. Consensus estimate is for a 43.5 reading, compared with 46 in September. The index has dropped every month in 2022 from its 84 reading in December.Wednesday 10/19The Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.480 million new housing starts, compared with 1.575 million in August.IBM, Tesla, Procter & Gamble, Travelers, Citizens Financial Group, United Airlines Holdings, Abbott Laboratories, Northern Trust, Nestlé, Nasdaq, Baker Hughes, Ally Financial, ASML Holding, Lam Research, Prologis, and Alcoa hold earnings calls with investors.The Federal Reserve Bank releases its beige book on current economic conditions among its 12 districts.Thursday 10/20Blackstone, Dow, Union Pacific, NextEra Energy, KeyCorp, ManpowerGroup, Snap-On, Danaher, American Airlines Group, AT&T, Philip Morris International, Union Pacific, Quest Diagnostics, Genuine Parts, CSX, Snap, and Boston Beer hold earnings conference calls.The Conference Board releases its Leading Economic Index for September. Consensus estimate is for a seasonally adjusted 0.3% month-over-month decline, after a 0.3% drop in August.The National Association of Realtors reports existing-home sales for September. Expectations are for a seasonally adjusted annual rate of 4.70 million homes sold, compared with 4.80 million in August.The Philadelphia Fed Manufacturing Index is released. Estimates call for a minus 5.0 reading in October, compared with minus 9.9 in September.Friday 10/21American Express, Whirlpool, Regions Financial, HCA Healthcare, Tenet Healthcare, and Schlumberger hold earnings conference calls.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916370964,"gmtCreate":1664520419259,"gmtModify":1676537470909,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Alphabet&nbsp;","listText":"Alphabet&nbsp;","text":"Alphabet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916370964","repostId":"1121656018","repostType":4,"repost":{"id":"1121656018","pubTimestamp":1664504430,"share":"https://www.laohu8.com/m/news/1121656018?lang=&edition=full","pubTime":"2022-09-30 10:20","market":"us","language":"en","title":"Google Vs. Meta: Which Is More Attractive?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121656018","media":"Seeking Alpha","summary":"SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD]","content":"<html><head></head><body><h2>Summary</h2><ul><li>Both Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.</li><li>Alphabet has a higher brand value, a higher cash position and a stronger credit rating than Meta.</li><li>However, Meta has a higher EBIT margin and shows a higher free cash flow yield.</li><li>In this comparative analysis, I will show you which of the two companies I would pick if I could only choose one.</li></ul><p><img src=\"https://static.tigerbbs.com/83986253810705267bbca929658b8dce\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JHVEPhoto</p><h2><b>Investment Thesis</b></h2><ul><li>In this comparative analysis on Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:META), I come to the conclusion that I would select Alphabet over Meta if I could only invest in one of the two companies.</li><li>Alphabet has ahigher brand value than Meta ($263,425M compared to Facebook&#39;s brand value of $101,201M as according to Brand Finance), a higher cash position ($124,997M in Total Cash &amp; ST Investments compared to $40,489M) and a stronger credit rating by Moody&#39;s (Aa2 compared to A1).</li><li>I see an investment in Alphabet as being less risky, particularly due to the fact its business is less dependent on advertising than Meta&#39;s.</li><li>I currently rate Meta as a buy and Alphabet as a strong buy. I consider Alphabet to be even more attractive when it comes to risk and reward.</li><li>My investment thesis is underlined by the results of theHQC Scorecardin which Alphabet scores 91/100 while Meta scores 80/100. Furthermore, it is supported by the results of the Seeking Alpha Quant Ranking, in which Alphabet is ranked 2nd within the Interactive Media and Services Industry while Meta is ranked 14th (both out of 61).</li><li>At the current stock prices, I expect a compound annual rate of return of about 18% for Alphabet and one of 16% for Meta. Both are based on the calculations of my DCF Models.</li></ul><h2><b>The Competitive Positions of Alphabet and Meta</b></h2><p>For both Alphabet and Meta I see the enormous amount of data and their ability to analyse and use this data as strong competitive advantages over their rivals in the Interactive Media and Services Industry. In addition to that, both companies are among the top 10 of the world&#39;s most valuable brands: according toBrand Finance, Google is ranked 3rd with a brand value of $263,425M and Facebook is ranked 7th with a brand value of $101,201M.</p><p>Both Alphabet and Meta have a proven ability of successfully integrating new businesses into their companies. One of Alphabet&#39;s most successful acquisitions was YouTube, for which the company paid $1.65 billion back in 2006. Meta acquired Instagram for$1.0 billionin 2012 and WhatsApp for$19 billionin 2014.</p><p>The enormous financial strength of Alphabet and Meta provide them with another significant competitive advantage: while Alphabet has $124,997M in Total Cash &amp; ST Investments at this moment in time, Meta currently disposes of $40,489M. Having a high amount of cash puts both companies in a position to make large acquisitions in order to ensure further future growth. This financial strength is also backed up by a Moody&#39;s credit rating of Aa2 for Alphabet and A1 for Meta.</p><p>Both Alphabet and Meta have strong competitive advantages. However, I would like to summarize that Alphabet is slightly ahead of Meta when it comes to brand value (Alphabet has a brand value of $263,425M while the one of Facebook is $101,201M) and when considering financial strength (Alphabet has a higher cash position and a stronger credit rating by Moody&#39;s). This supports my investment thesis to prefer Alphabet over Meta.</p><h2><b>The Valuation of Alphabet and Meta</b></h2><p><b>Discounted Cash Flow [DCF]-Model</b></p><p>In terms of valuation, I have used the DCF Model to determine the intrinsic value of Alphabet and Meta. The method calculates a fair value of $141.71 for Alphabet and $190.02 for Meta. At the current stock prices, this gives Alphabet an upside of 42.90% and Meta an upside of 35.30%.</p><p>My calculations are based on the following assumptions as presented below (in $ millions except per share items):</p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p>Company Ticker</p></td><td><p>GOOG</p></td><td><p>META</p></td></tr><tr><td><p>Revenue Growth Rate for the next 5 years</p></td><td><p>8%</p></td><td><p>5%</p></td></tr><tr><td><p>EBIT Growth Rate for the next 5 years</p></td><td><p>8%</p></td><td><p>5%</p></td></tr><tr><td><p>Tax Rate</p></td><td><p>15.7%</p></td><td><p>16.7</p></td></tr><tr><td><p>Discount Rate [WACC]</p></td><td><p>7.75%</p></td><td><p>7.75%</p></td></tr><tr><td><p>Perpetual Growth Rate</p></td><td><p>4%</p></td><td><p>3%</p></td></tr><tr><td><p>EV/EBITDA Multiple</p></td><td><p>12x</p></td><td><p>7.2x</p></td></tr><tr><td><p>Current Price/Share</p></td><td><p>$99.17</p></td><td><p>$140.41</p></td></tr><tr><td><p>Shares Outstanding</p></td><td><p>13,044</p></td><td><p>2,688</p></td></tr><tr><td><p>Debt</p></td><td><p>$28,810</p></td><td><p>$16,679</p></td></tr><tr><td><p>Cash</p></td><td><p>$17,936</p></td><td><p>$12,681</p></td></tr><tr><td><p>Capex</p></td><td><p>$29,816</p></td><td><p>$32,000</p></td></tr></tbody></table><p>Source: The Author</p><p>Based on the above, I calculated the following results:</p><p><b>Market Value vs. Intrinsic Value</b></p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p>Market Value</p></td><td><p>$99.17</p></td><td><p>$140.41</p></td></tr><tr><td><p>Upside</p></td><td><p>42.90%</p></td><td><p>35.30%</p></td></tr><tr><td><p>Intrinsic Value</p></td><td><p>$141.71</p></td><td><p>$190.02</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Internal Rate of Return for Alphabet</b></p><p>TheInternal Rate of Return[IRR] is defined as the expected compound annual rate of return earned on an investment. Below you can find the Internal Rate of Return as according to my DCF Model (when assuming different purchase prices for the Alphabet stock).</p><p>At Alphabet&#39;s current stock price of $99.17, my DCF Model indicates an Internal Rate of Return of approximately 18% for the company (while assuming a Revenue and EBIT Growth Rate of 8% for the next 5 years and a Perpetual Growth Rate of 4% afterwards). (In bold you can see the Internal Rate of Return for Alphabet&#39;s current stock price of $99.17.) Please note that the Internal Rates of Return below are a result of the calculations of my DCF Model and changing its assumptions could result in different results.</p><table><tbody><tr><td><p><b>Purchase Price</b></p><p><b>of the Alphabet Stock</b></p></td><td><p><b>Internal Rate of Return</b></p><p><b>as according to my DCF Model</b></p></td></tr><tr><td><p>$75.00</p></td><td><p>26%</p></td></tr><tr><td><p>$80.00</p></td><td><p>24%</p></td></tr><tr><td><p>$85.00</p></td><td><p>22%</p></td></tr><tr><td><p>$90.00</p></td><td><p>21%</p></td></tr><tr><td><p>$95.00</p></td><td><p>19%</p></td></tr><tr><td><p><b>$99.17</b></p></td><td><p><b>18%</b></p></td></tr><tr><td><p>$100.00</p></td><td><p>18%</p></td></tr><tr><td><p>$105.00</p></td><td><p>16%</p></td></tr><tr><td><p>$110.00</p></td><td><p>15%</p></td></tr><tr><td><p>$115.00</p></td><td><p>13%</p></td></tr><tr><td><p>$120.00</p></td><td><p>12%</p></td></tr><tr><td><p>$125.00</p></td><td><p>11%</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Internal Rate of Return for Meta</b></p><p>At Meta&#39;s current stock price of $140.41, my DCF Model indicates an Internal Rate of Return of approximately 16% for the company (while assuming a Revenue and EBIT Growth Rate of 5% for the next 5 years and a Perpetual Growth Rate of 3% afterwards). (In bold you can see the Internal Rate of Return for Meta&#39;s current stock price of $140.41.)</p><table><tbody><tr><td><p><b>Purchase Price</b></p><p><b>of the Meta Stock</b></p></td><td><p><b>Internal Rate of Return</b></p><p><b>as according to my DCF Model</b></p></td></tr><tr><td><p>$120.00</p></td><td><p>21%</p></td></tr><tr><td><p>$125.00</p></td><td><p>20%</p></td></tr><tr><td><p>$130.00</p></td><td><p>19%</p></td></tr><tr><td><p>$135.00</p></td><td><p>17%</p></td></tr><tr><td><p>$140.00</p></td><td><p>16%</p></td></tr><tr><td><p><b>$140.41</b></p></td><td><p><b>16%</b></p></td></tr><tr><td><p>$145.00</p></td><td><p>15%</p></td></tr><tr><td><p>$150.00</p></td><td><p>14%</p></td></tr><tr><td><p>$155.00</p></td><td><p>13%</p></td></tr><tr><td><p>$160.00</p></td><td><p>12%</p></td></tr><tr><td><p>$165.00</p></td><td><p>12%</p></td></tr><tr><td><p>$170.00</p></td><td><p>11%</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Relative Valuation ModelsTheP/E [FWD] Ratio for Alphabet and Meta</b></p><p>Alphabet&#39;s P/E [FWD] Ratio is currently 19.05, which is 31.55% below its 5 Year Average (27.84), providing us with an indicator that the company is currently undervalued.</p><p>Meta&#39;s current P/E [FWD] Ratio is 14.30, which is 42.78% below its 5 Year Average of 24.99, indicating that Meta is also currently undervalued.</p><h2><b>Fundamentals: Alphabet vs. Meta</b></h2><p>Alphabet&#39;s market capitalization is currently $1.29T, more than three times higher than the one of its competitor Meta ($377.36B). Meta currently has a slightly lower P/E [FWD] Ratio of 14.30 when compared to Alphabet (19.05).</p><p>Although Meta&#39;s EBIT Margin (33.41% compared to Alphabet&#39;s 29.65%) and Free Cash Flow Yield [TTM] (9.27% compared to 4.97%) are higher, the following contributes to the fact that I would select Alphabet if I had to choose one of the two companies from the Interactive Media and Services Industry:</p><p>Alphabet&#39;s ROE of 29.22% is higher than Meta&#39;s (25.48%), which implies that Alphabet is even more efficient in converting its equity financing into profits.</p><p>Alphabet&#39;s Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than that of Meta (with an EBIT Growth Rate [CAGR] of 22.80% in the same period of time).</p><p>In addition to that, Alphabet&#39;s EPS Growth Rate Diluted [FWD] of 27.01% is higher than the one of Meta (3.12%), indicating that Alphabet is growing its profitability with a higher rate.</p><p>Additionally, Alphabet&#39;s Free Cash Flow Per Share Growth Rate [FWD] of 24.39% is significantly superior to Meta&#39;s (4.23%), demonstrating that Alphabet&#39;s potential to produce cash and profits is growing faster than its rival&#39;s.</p><p>This analysis of the companies&#39; fundamentals strengthens my investment thesis that Alphabet is currently the more attractive of the two. Below you can find an overview of selected financial data for both Alphabet and Meta.</p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p><b>General Information</b></p></td><td><p>Ticker</p></td><td><p>GOOG</p></td><td><p>META</p></td></tr><tr><td><p>Sector</p></td><td><p>Communication Services</p></td><td><p>Communication Services</p></td></tr><tr><td><p>Industry</p></td><td><p>Interactive Media and Services</p></td><td><p>Interactive Media and Services</p></td></tr><tr><td><p>Market Cap</p></td><td><p>1.29T</p></td><td><p>377.36B</p></td></tr><tr><td><p><b>Profitability</b></p></td><td><p>EBIT Margin</p></td><td><p>29.65%</p></td><td><p>33.41%</p></td></tr><tr><td><p>ROE</p></td><td><p>29.22%</p></td><td><p>25.48%</p></td></tr><tr><td><p><b>Valuation</b></p></td><td><p>P/E GAAP [FWD]</p></td><td><p>19.05</p></td><td><p>14.30</p></td></tr><tr><td><p>P/E GAAP [TTM]</p></td><td><p>18.36</p></td><td><p>11.61</p></td></tr><tr><td><p><b>Growth</b></p></td><td><p>Revenue Growth 3 Year [CAGR]</p></td><td><p>23.32%</p></td><td><p>24.02%</p></td></tr><tr><td><p>Revenue Growth 5 Year [CAGR]</p></td><td><p>22.88%</p></td><td><p>29.20%</p></td></tr><tr><td><p>EBIT Growth 3 Year [CAGR]</p></td><td><p>33.92%</p></td><td><p>22.80%</p></td></tr><tr><td><p>EPS Growth Diluted [FWD]</p></td><td><p>27.01%</p></td><td><p>3.12%</p></td></tr><tr><td><p><b>Free Cash Flow</b></p></td><td><p>Free Cash Flow Yield [TTM]</p></td><td><p>4.97%</p></td><td><p>9.27%</p></td></tr><tr><td><p>Free Cash Flow Per Share Growth Rate [FWD]</p></td><td><p>24.39%</p></td><td><p>4.23%</p></td></tr><tr><td><p><b>Dividends</b></p></td><td><p>Dividend Yield [FWD]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Growth 3 Yr [CAGR]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Growth 5 Yr [CAGR]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Consecutive Years of Dividend Growth</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Frequency</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p><b>Income Statement</b></p></td><td><p>Revenue</p></td><td><p>278.14B</p></td><td><p>119.41B</p></td></tr><tr><td><p>EBITDA</p></td><td><p>96.89B</p></td><td><p>48.03B</p></td></tr><tr><td><p><b>Balance Sheet</b></p></td><td><p>Total Debt to Equity Ratio</p></td><td><p>11.28%</p></td><td><p>13.26%</p></td></tr></tbody></table><p>Source: Seeking Alpha</p><h2><b>The High-Quality Company [HQC] Scorecard</b></h2><p>&#34;The aim of the HQC Scorecard that I have developed is to help investors identify companies which are attractive long-term investments in terms of risk and reward.&#34; Here you can find adetailed descriptionof how the HQC Scorecard works.</p><p><b>Overview of the Items on the HQC Scorecard</b></p><p>&#34;In the graphic below, you can find the individual items and weighting for each category of theHQC Scorecard. A score between 0 and 5 is given (with 0 being the lowest rating and 5 the highest) for each item on the Scorecard. Furthermore, you can see the conditions that must be met for each point of every rated item.&#34;</p><p><img src=\"https://static.tigerbbs.com/faeb3c51917ef152ddf3a5712155e673\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: The Author</p><p><b>Alphabet and Meta According to the HQC Scorecard</b><img src=\"https://static.tigerbbs.com/af2bd93cd88da9505eea2a2524677ae1\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: The Author</p><p>Although both companies are rated as very attractive as according to the HQC Scorecard, Alphabet&#39;s overall score (91/100) is slightly higher than the one of Meta (80/100).</p><p>In the category of Economic Moat, Alphabet scores 93/100 points while Meta only reaches 57/100.</p><p>In terms of Financial Strength, both are rated as very attractive. These strong results are a consequence of both companies having a low Total Debt to Equity Ratio, as well as a high Current Ratio (Alphabet&#39;s is 2.81 and Meta&#39;s is 2.52), Quick Ratio (2.62 and 2.34) and Cash Ratio (2.0 and 1.8).</p><p>In the category of Profitability, both companies are rated with 100/100 points, a result of having high EBIT Margins (Alphabet&#39;s is 29.65% and Meta&#39;s is 33.41%) and high ROE&#39;s (29.22% and 25.48%).</p><p>For Valuation, Alphabet receives 80/100 while Meta gets 92/100. Meta&#39;s higher scoring in this category is a consequence of its even lower P/E [FWD] Ratio of 14.30 as compared to Alphabet&#39;s 19.05.</p><p>For Growth, Alphabet receives 88/100 and Meta gets 76/100.</p><p>For Expected Return, both receive 100/100 points, this is mostly due to the high Expected Internal Rate of Return for the companies as according to my DCF Model.</p><p>Alphabet&#39;s higher overall rating (91/100) as according to the HQC Scorecard, strengthens my opinion of choosing the company over Meta at this moment in time.</p><p><b>Alphabet and Meta According to the Seeking Alpha Quant Factor Grades</b></p><p>When taking into consideration the Seeking Alpha Quant Factor Grades, we can see that Meta is rated slightly better in terms of Valuation (with a C-) as compared to Alphabet (D rating). In terms of Growth, however, Alphabet (C- rating) is better rated than Meta (D- rating). For Profitability, both companies receive an A+ rating. For Momentum, Alphabet is more appealing (C+) than Meta (C rating).</p><p>Alphabet&#39;s better rating in terms of Growth and Momentum once again underlines my investment thesis.</p><p><img src=\"https://static.tigerbbs.com/78786f44287999703b96d424cf579307\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Alphabet and Meta According to the Seeking Alpha Quant Ranking</b></h2><p>My investment thesis is also underlined by the results of the Seeking Alpha Quant Ranking where Alphabet is ranked significantly better than Meta: while Alphabet is 2nd in the Interactive Media and Services Industry, Meta is ranked 14th (both out of 61). Within the Communication Services Sector, Alphabet is currently ranked 7th and Meta is in 52nd place (both out of 247). The Seeking Alpha Quant Ranking reinforces my opinion to select Alphabet over Meta.</p><p><img src=\"https://static.tigerbbs.com/dc9089ef15c1e03dcf81b8420660782c\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Alphabet and Meta According to the Seeking Alpha Authors Rating and Wall Street Analysts Rating</b></h2><p>As according to the Seeking Alpha Quant Rating, Alphabet is currently a strong buy and Meta a hold. The Seeking Alpha Authors rate both companies as a buy while the Wall Street Analysts rate Alphabet as a strong buy and Meta as a buy.</p><p><img src=\"https://static.tigerbbs.com/0183857b361e5803d79ef3e2d9f66812\" tg-width=\"640\" tg-height=\"175\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Risks</b></h2><p>One of the main risk factors I see for both Alphabet and Meta is the fact that the largest portion of the companies&#39; business results depend on advertising.</p><p>When taking a closer look at Alphabet, it can be highlighted that80%of the company&#39;s revenue is generated by its business unit Google Advertising. However, Alphabet&#39;s other business units are becoming more and more important (in 2Q22, Google Cloud accounted for 9% of Alphabet&#39;s total revenue while it was only 7.5% in the same quarter of the year before).</p><p>While having a deeper look into Meta&#39;s business, we find that its dependency on advertising is even higher than that of its competitor:98%of the company&#39;s revenue is generated by advertising from Facebook and Instagram.</p><p>This comparison of the companies&#39; advertising dependency indicates that a reduction in customer spending on marketing would impact Meta&#39;s business to a higher amount than it would affect Alphabet. Meta&#39;s significantly higher dependence on advertising contributes to the fact that I see an investment in Alphabet as being less risky.</p><p>Another additional risk factor when investing in Meta is the company&#39;s high spending to build the metaverse. In 2021 alone, the company spent about$10 billionthrough its Reality Labs division in order to build the metaverse. This amount is five times higher than what the company paid to buyOculus VR business in 2014and 10 times higher than the amountit paid to buy Instagramback in 2012. Although the investments could pay off in the future, they currently represent a risk for the shareholders due to the fact that the success of this project is not yet foreseeable.</p><p>Additionally, I see the effect that data privacy will continue to have on the operating results of Meta as an additional risk factor for the company. At the beginning of this year, Alphabet announced new privacy restrictions which cut tracking across apps on its Android devices, following a similar move to Apple (NASDAQ:AAPL). This resulted in a decrease of Meta&#39;s revenue by about$10 billion.</p><p>Summarizing, I see Alphabet as the lower-risk investment when compared with Meta, which once again underlines my thoughts on picking Alphabet out of the two. This lower risk also contributes to the fact that I would overweight the Alphabet position in an investment portfolio. On the other hand, the higher risk factors concerning Meta, contribute to my opinion of giving the company a small position in a long-term investment portfolio.</p><h2><b>The Bottom Line</b></h2><p>I consider the valuation of both Alphabet and Meta to currently be very appealing. However, when considering risk and reward, I came to the conclusion of selecting Alphabet over Meta. My opinion is based on the following facts and thoughts:</p><p>Alphabet&#39;s ROE of 29.22% is higher than the one of Meta (25.48%), implying that Alphabet is even more efficient in converting its equity financing into profits. Furthermore, Alphabet&#39;s Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than the one of Meta (which has an EBIT Growth Rate [CAGR] of 22.80% over the same period).</p><p>Alphabet&#39;s higher brand value ($263,425M as compared to Meta&#39;s $101,201M), as well as its higher cash position ($124,997M in Total Cash &amp; ST Investments vs. $40,489M) and higher credit rating (Aa2 credit rating by Moody&#39;s compared to A1) additionally support my investment thesis to select the company over Meta.</p><p>My opinion is further underlined by the rating of the HQC Scorecard in which Alphabet scores 91/100 points while Meta scores 80/100. Additionally, the theory is strengthened by the results of the Seeking Alpha Quant Ranking, where Alphabet is ranked 2nd in the Interactive Media and Services Industry while Meta is 14th (both out of 61).</p><p>When it comes to risk, I also see Alphabet as being ahead of Meta. Alphabet is less dependent on its advertising business: while 98% of Meta&#39;s revenue is from Facebook and Instagram advertising, Alphabet generates about 80% of its revenue from advertising. Furthermore, Alphabet is becoming more independent from its advertising business through the increasing revenue of its cloud business. In addition to that, Meta&#39;s high spending in the metaverse implies an additional risk factor for the Meta shareholder.</p><p>The investment thesis of selecting Alphabet over Meta is also reflected in my own personal long-term investment portfolio, in which Alphabet holds one of my largest positions, while Meta only has a small position. My investment decision has been based on the fact that I consider Alphabet to be significantly more attractive than Meta in terms of risk and reward.</p><p>Which is your favorite out of Alphabet and Meta?</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Vs. Meta: Which Is More Attractive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Vs. Meta: Which Is More Attractive?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.Alphabet has a higher brand value, a higher cash ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121656018","content_text":"SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.Alphabet has a higher brand value, a higher cash position and a stronger credit rating than Meta.However, Meta has a higher EBIT margin and shows a higher free cash flow yield.In this comparative analysis, I will show you which of the two companies I would pick if I could only choose one.JHVEPhotoInvestment ThesisIn this comparative analysis on Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:META), I come to the conclusion that I would select Alphabet over Meta if I could only invest in one of the two companies.Alphabet has ahigher brand value than Meta ($263,425M compared to Facebook's brand value of $101,201M as according to Brand Finance), a higher cash position ($124,997M in Total Cash & ST Investments compared to $40,489M) and a stronger credit rating by Moody's (Aa2 compared to A1).I see an investment in Alphabet as being less risky, particularly due to the fact its business is less dependent on advertising than Meta's.I currently rate Meta as a buy and Alphabet as a strong buy. I consider Alphabet to be even more attractive when it comes to risk and reward.My investment thesis is underlined by the results of theHQC Scorecardin which Alphabet scores 91/100 while Meta scores 80/100. Furthermore, it is supported by the results of the Seeking Alpha Quant Ranking, in which Alphabet is ranked 2nd within the Interactive Media and Services Industry while Meta is ranked 14th (both out of 61).At the current stock prices, I expect a compound annual rate of return of about 18% for Alphabet and one of 16% for Meta. Both are based on the calculations of my DCF Models.The Competitive Positions of Alphabet and MetaFor both Alphabet and Meta I see the enormous amount of data and their ability to analyse and use this data as strong competitive advantages over their rivals in the Interactive Media and Services Industry. In addition to that, both companies are among the top 10 of the world's most valuable brands: according toBrand Finance, Google is ranked 3rd with a brand value of $263,425M and Facebook is ranked 7th with a brand value of $101,201M.Both Alphabet and Meta have a proven ability of successfully integrating new businesses into their companies. One of Alphabet's most successful acquisitions was YouTube, for which the company paid $1.65 billion back in 2006. Meta acquired Instagram for$1.0 billionin 2012 and WhatsApp for$19 billionin 2014.The enormous financial strength of Alphabet and Meta provide them with another significant competitive advantage: while Alphabet has $124,997M in Total Cash & ST Investments at this moment in time, Meta currently disposes of $40,489M. Having a high amount of cash puts both companies in a position to make large acquisitions in order to ensure further future growth. This financial strength is also backed up by a Moody's credit rating of Aa2 for Alphabet and A1 for Meta.Both Alphabet and Meta have strong competitive advantages. However, I would like to summarize that Alphabet is slightly ahead of Meta when it comes to brand value (Alphabet has a brand value of $263,425M while the one of Facebook is $101,201M) and when considering financial strength (Alphabet has a higher cash position and a stronger credit rating by Moody's). This supports my investment thesis to prefer Alphabet over Meta.The Valuation of Alphabet and MetaDiscounted Cash Flow [DCF]-ModelIn terms of valuation, I have used the DCF Model to determine the intrinsic value of Alphabet and Meta. The method calculates a fair value of $141.71 for Alphabet and $190.02 for Meta. At the current stock prices, this gives Alphabet an upside of 42.90% and Meta an upside of 35.30%.My calculations are based on the following assumptions as presented below (in $ millions except per share items):AlphabetMetaCompany TickerGOOGMETARevenue Growth Rate for the next 5 years8%5%EBIT Growth Rate for the next 5 years8%5%Tax Rate15.7%16.7Discount Rate [WACC]7.75%7.75%Perpetual Growth Rate4%3%EV/EBITDA Multiple12x7.2xCurrent Price/Share$99.17$140.41Shares Outstanding13,0442,688Debt$28,810$16,679Cash$17,936$12,681Capex$29,816$32,000Source: The AuthorBased on the above, I calculated the following results:Market Value vs. Intrinsic ValueAlphabetMetaMarket Value$99.17$140.41Upside42.90%35.30%Intrinsic Value$141.71$190.02Source: The AuthorInternal Rate of Return for AlphabetTheInternal Rate of Return[IRR] is defined as the expected compound annual rate of return earned on an investment. Below you can find the Internal Rate of Return as according to my DCF Model (when assuming different purchase prices for the Alphabet stock).At Alphabet's current stock price of $99.17, my DCF Model indicates an Internal Rate of Return of approximately 18% for the company (while assuming a Revenue and EBIT Growth Rate of 8% for the next 5 years and a Perpetual Growth Rate of 4% afterwards). (In bold you can see the Internal Rate of Return for Alphabet's current stock price of $99.17.) Please note that the Internal Rates of Return below are a result of the calculations of my DCF Model and changing its assumptions could result in different results.Purchase Priceof the Alphabet StockInternal Rate of Returnas according to my DCF Model$75.0026%$80.0024%$85.0022%$90.0021%$95.0019%$99.1718%$100.0018%$105.0016%$110.0015%$115.0013%$120.0012%$125.0011%Source: The AuthorInternal Rate of Return for MetaAt Meta's current stock price of $140.41, my DCF Model indicates an Internal Rate of Return of approximately 16% for the company (while assuming a Revenue and EBIT Growth Rate of 5% for the next 5 years and a Perpetual Growth Rate of 3% afterwards). (In bold you can see the Internal Rate of Return for Meta's current stock price of $140.41.)Purchase Priceof the Meta StockInternal Rate of Returnas according to my DCF Model$120.0021%$125.0020%$130.0019%$135.0017%$140.0016%$140.4116%$145.0015%$150.0014%$155.0013%$160.0012%$165.0012%$170.0011%Source: The AuthorRelative Valuation ModelsTheP/E [FWD] Ratio for Alphabet and MetaAlphabet's P/E [FWD] Ratio is currently 19.05, which is 31.55% below its 5 Year Average (27.84), providing us with an indicator that the company is currently undervalued.Meta's current P/E [FWD] Ratio is 14.30, which is 42.78% below its 5 Year Average of 24.99, indicating that Meta is also currently undervalued.Fundamentals: Alphabet vs. MetaAlphabet's market capitalization is currently $1.29T, more than three times higher than the one of its competitor Meta ($377.36B). Meta currently has a slightly lower P/E [FWD] Ratio of 14.30 when compared to Alphabet (19.05).Although Meta's EBIT Margin (33.41% compared to Alphabet's 29.65%) and Free Cash Flow Yield [TTM] (9.27% compared to 4.97%) are higher, the following contributes to the fact that I would select Alphabet if I had to choose one of the two companies from the Interactive Media and Services Industry:Alphabet's ROE of 29.22% is higher than Meta's (25.48%), which implies that Alphabet is even more efficient in converting its equity financing into profits.Alphabet's Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than that of Meta (with an EBIT Growth Rate [CAGR] of 22.80% in the same period of time).In addition to that, Alphabet's EPS Growth Rate Diluted [FWD] of 27.01% is higher than the one of Meta (3.12%), indicating that Alphabet is growing its profitability with a higher rate.Additionally, Alphabet's Free Cash Flow Per Share Growth Rate [FWD] of 24.39% is significantly superior to Meta's (4.23%), demonstrating that Alphabet's potential to produce cash and profits is growing faster than its rival's.This analysis of the companies' fundamentals strengthens my investment thesis that Alphabet is currently the more attractive of the two. Below you can find an overview of selected financial data for both Alphabet and Meta.AlphabetMetaGeneral InformationTickerGOOGMETASectorCommunication ServicesCommunication ServicesIndustryInteractive Media and ServicesInteractive Media and ServicesMarket Cap1.29T377.36BProfitabilityEBIT Margin29.65%33.41%ROE29.22%25.48%ValuationP/E GAAP [FWD]19.0514.30P/E GAAP [TTM]18.3611.61GrowthRevenue Growth 3 Year [CAGR]23.32%24.02%Revenue Growth 5 Year [CAGR]22.88%29.20%EBIT Growth 3 Year [CAGR]33.92%22.80%EPS Growth Diluted [FWD]27.01%3.12%Free Cash FlowFree Cash Flow Yield [TTM]4.97%9.27%Free Cash Flow Per Share Growth Rate [FWD]24.39%4.23%DividendsDividend Yield [FWD]--Dividend Growth 3 Yr [CAGR]--Dividend Growth 5 Yr [CAGR]--Consecutive Years of Dividend Growth--Dividend Frequency--Income StatementRevenue278.14B119.41BEBITDA96.89B48.03BBalance SheetTotal Debt to Equity Ratio11.28%13.26%Source: Seeking AlphaThe High-Quality Company [HQC] Scorecard\"The aim of the HQC Scorecard that I have developed is to help investors identify companies which are attractive long-term investments in terms of risk and reward.\" Here you can find adetailed descriptionof how the HQC Scorecard works.Overview of the Items on the HQC Scorecard\"In the graphic below, you can find the individual items and weighting for each category of theHQC Scorecard. A score between 0 and 5 is given (with 0 being the lowest rating and 5 the highest) for each item on the Scorecard. Furthermore, you can see the conditions that must be met for each point of every rated item.\"Source: The AuthorAlphabet and Meta According to the HQC ScorecardSource: The AuthorAlthough both companies are rated as very attractive as according to the HQC Scorecard, Alphabet's overall score (91/100) is slightly higher than the one of Meta (80/100).In the category of Economic Moat, Alphabet scores 93/100 points while Meta only reaches 57/100.In terms of Financial Strength, both are rated as very attractive. These strong results are a consequence of both companies having a low Total Debt to Equity Ratio, as well as a high Current Ratio (Alphabet's is 2.81 and Meta's is 2.52), Quick Ratio (2.62 and 2.34) and Cash Ratio (2.0 and 1.8).In the category of Profitability, both companies are rated with 100/100 points, a result of having high EBIT Margins (Alphabet's is 29.65% and Meta's is 33.41%) and high ROE's (29.22% and 25.48%).For Valuation, Alphabet receives 80/100 while Meta gets 92/100. Meta's higher scoring in this category is a consequence of its even lower P/E [FWD] Ratio of 14.30 as compared to Alphabet's 19.05.For Growth, Alphabet receives 88/100 and Meta gets 76/100.For Expected Return, both receive 100/100 points, this is mostly due to the high Expected Internal Rate of Return for the companies as according to my DCF Model.Alphabet's higher overall rating (91/100) as according to the HQC Scorecard, strengthens my opinion of choosing the company over Meta at this moment in time.Alphabet and Meta According to the Seeking Alpha Quant Factor GradesWhen taking into consideration the Seeking Alpha Quant Factor Grades, we can see that Meta is rated slightly better in terms of Valuation (with a C-) as compared to Alphabet (D rating). In terms of Growth, however, Alphabet (C- rating) is better rated than Meta (D- rating). For Profitability, both companies receive an A+ rating. For Momentum, Alphabet is more appealing (C+) than Meta (C rating).Alphabet's better rating in terms of Growth and Momentum once again underlines my investment thesis.Source: Seeking AlphaAlphabet and Meta According to the Seeking Alpha Quant RankingMy investment thesis is also underlined by the results of the Seeking Alpha Quant Ranking where Alphabet is ranked significantly better than Meta: while Alphabet is 2nd in the Interactive Media and Services Industry, Meta is ranked 14th (both out of 61). Within the Communication Services Sector, Alphabet is currently ranked 7th and Meta is in 52nd place (both out of 247). The Seeking Alpha Quant Ranking reinforces my opinion to select Alphabet over Meta.Source: Seeking AlphaAlphabet and Meta According to the Seeking Alpha Authors Rating and Wall Street Analysts RatingAs according to the Seeking Alpha Quant Rating, Alphabet is currently a strong buy and Meta a hold. The Seeking Alpha Authors rate both companies as a buy while the Wall Street Analysts rate Alphabet as a strong buy and Meta as a buy.Source: Seeking AlphaRisksOne of the main risk factors I see for both Alphabet and Meta is the fact that the largest portion of the companies' business results depend on advertising.When taking a closer look at Alphabet, it can be highlighted that80%of the company's revenue is generated by its business unit Google Advertising. However, Alphabet's other business units are becoming more and more important (in 2Q22, Google Cloud accounted for 9% of Alphabet's total revenue while it was only 7.5% in the same quarter of the year before).While having a deeper look into Meta's business, we find that its dependency on advertising is even higher than that of its competitor:98%of the company's revenue is generated by advertising from Facebook and Instagram.This comparison of the companies' advertising dependency indicates that a reduction in customer spending on marketing would impact Meta's business to a higher amount than it would affect Alphabet. Meta's significantly higher dependence on advertising contributes to the fact that I see an investment in Alphabet as being less risky.Another additional risk factor when investing in Meta is the company's high spending to build the metaverse. In 2021 alone, the company spent about$10 billionthrough its Reality Labs division in order to build the metaverse. This amount is five times higher than what the company paid to buyOculus VR business in 2014and 10 times higher than the amountit paid to buy Instagramback in 2012. Although the investments could pay off in the future, they currently represent a risk for the shareholders due to the fact that the success of this project is not yet foreseeable.Additionally, I see the effect that data privacy will continue to have on the operating results of Meta as an additional risk factor for the company. At the beginning of this year, Alphabet announced new privacy restrictions which cut tracking across apps on its Android devices, following a similar move to Apple (NASDAQ:AAPL). This resulted in a decrease of Meta's revenue by about$10 billion.Summarizing, I see Alphabet as the lower-risk investment when compared with Meta, which once again underlines my thoughts on picking Alphabet out of the two. This lower risk also contributes to the fact that I would overweight the Alphabet position in an investment portfolio. On the other hand, the higher risk factors concerning Meta, contribute to my opinion of giving the company a small position in a long-term investment portfolio.The Bottom LineI consider the valuation of both Alphabet and Meta to currently be very appealing. However, when considering risk and reward, I came to the conclusion of selecting Alphabet over Meta. My opinion is based on the following facts and thoughts:Alphabet's ROE of 29.22% is higher than the one of Meta (25.48%), implying that Alphabet is even more efficient in converting its equity financing into profits. Furthermore, Alphabet's Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than the one of Meta (which has an EBIT Growth Rate [CAGR] of 22.80% over the same period).Alphabet's higher brand value ($263,425M as compared to Meta's $101,201M), as well as its higher cash position ($124,997M in Total Cash & ST Investments vs. $40,489M) and higher credit rating (Aa2 credit rating by Moody's compared to A1) additionally support my investment thesis to select the company over Meta.My opinion is further underlined by the rating of the HQC Scorecard in which Alphabet scores 91/100 points while Meta scores 80/100. Additionally, the theory is strengthened by the results of the Seeking Alpha Quant Ranking, where Alphabet is ranked 2nd in the Interactive Media and Services Industry while Meta is 14th (both out of 61).When it comes to risk, I also see Alphabet as being ahead of Meta. Alphabet is less dependent on its advertising business: while 98% of Meta's revenue is from Facebook and Instagram advertising, Alphabet generates about 80% of its revenue from advertising. Furthermore, Alphabet is becoming more independent from its advertising business through the increasing revenue of its cloud business. In addition to that, Meta's high spending in the metaverse implies an additional risk factor for the Meta shareholder.The investment thesis of selecting Alphabet over Meta is also reflected in my own personal long-term investment portfolio, in which Alphabet holds one of my largest positions, while Meta only has a small position. My investment decision has been based on the fact that I consider Alphabet to be significantly more attractive than Meta in terms of risk and reward.Which is your favorite out of Alphabet and Meta?","news_type":1},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934726119,"gmtCreate":1663304384231,"gmtModify":1676537248917,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Future&nbsp;","listText":"Future&nbsp;","text":"Future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9934726119","repostId":"2267631321","repostType":4,"repost":{"id":"2267631321","pubTimestamp":1663289263,"share":"https://www.laohu8.com/m/news/2267631321?lang=&edition=full","pubTime":"2022-09-16 08:47","market":"us","language":"en","title":"Buy These EV Charging Stocks for Huge Gains in the 2020s","url":"https://stock-news.laohu8.com/highlight/detail?id=2267631321","media":"InvestorPlace","summary":"To make EVs broadly useful, the world will have to build a network of millions of charging ports.The","content":"<html><head></head><body><ul><li>To make EVs broadly useful, the world will have to build a network of millions of charging ports.</li><li>The owners of those charging ports will be $100-plus billion giants one day.</li><li>EV charging stocks are a broad, less risky bet on the entire EV revolution.</li></ul><p><img src=\"https://static.tigerbbs.com/6c1461a67de3cc6b94c7cc5a914e162b\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Blue Planet Studio / Shutterstock</p><p>The EV Revolution has arrived. And everyone is rushing to buy <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and <a href=\"https://laohu8.com/S/NIO\">Nio</a> stock to gain exposure to this megatrend. But there’s actually a much better, off-the-radar way to play this revolution: EV charging stocks.</p><p>The logic is simple.</p><p>No charging stations, no working EVs.</p><p>Gas cars run on fuel. Without fuel, a gas car is just a metal box with four wheels that doesn’t go anywhere. That’s why, to make gas cars broadly useful, the world built out a network of millions of refueling stations. The owners of those stations — <a href=\"https://laohu8.com/S/CVX\">Chevron</a>, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> and <a href=\"https://laohu8.com/S/SHEL\">Shell </a> — are $100-plus billion giants.</p><p>The same thinking applies to electric vehicles.</p><p>EVs run on charge. Without a charge, an EV is just a metal box with four wheels that doesn’t go anywhere. And to make EVs broadly useful, the world will have to build a network of millions of charging ports. The owners of those charging ports will be $100-plus billion giants one day — the new Chevron, Exxon and Shell.</p><p>The best part? It doesn’t matter which auto maker wins the EV wars. So long as consumers buy more EVs, there will be a greater need for charging station infrastructure. Thus, EV charging stocks are a broad, less risky bet on the entire EV revolution.</p><p>With that in mind, here are my two favorite EV charging stocks to buy for huge gains in the 2020s:</p><ul><li><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></li><li><a href=\"https://laohu8.com/S/CHPT\">ChargePoint</a></li></ul><h2>EV Charging Stocks to Buy: <a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></h2><p>At the top of this list is the stock market’s longest tenured EV charging operator, Blink Charging.</p><p>Many EV charging stocks came public in 2020 as companies tried to capitalize on investor enthusiasm for all things EV-related. Blink Charging was not one of those companies. Instead, it has been on Wall Street for over 10 years.</p><p>But it wasn’t until the EV Revolution went mainstream that BLNK stock soared into the spotlight. From 2020 to ‘21, BLNK stock was up more than 2,000%.</p><p>This year, the stock market has struggled, to say the least. But once it finds solid ground again, stocks like this will regain their highs. Indeed, this big rally in BLNK was just the beginning.</p><p>Blink is America’s second-largest charging station operator, with more than 23,000 EV charging stations throughout the U.S., Europe and Middle East. The company has a broad range of high-quality chargers for every need. And it has scored partnerships with important clients across all verticals — such as food, <b>McDonald’s</b> (<b>MCD</b>); commercial, <b>Meta</b> (<b>META</b>); and retail, <b>Whole Foods</b>.</p><p>Blink should be able to leverage its incumbent technological advantages and partnership network to become one of the largest EV station operators in the U.S. and Europe. (This isn’t a winner-take-all market).</p><p>Yet, Blink is worth just $1.2 billion today. That implies the stock still has enormous upside potential over the next several years.</p><h2><a href=\"https://laohu8.com/S/CHPT\">ChargePoint</a></h2><p>The second on this list of EV charging stocks to buy is the highest-quality name on it, too: ChargePoint.</p><p>ChargePoint is America’s largest EV charging station operator. The company operates over 30,000 U.S. charging stations. And it commands 73% EV charging station market share in North America, making it <b>7X</b> larger than the closest competitor.</p><p>This size is a huge advantage because of network effects.</p><p>Roughly 62% of the Fortune 50 — including Meta, <b>Netflix</b> (<b>NFLX</b>), <b>Salesforce</b> (<b>CRM</b>), <b>Microsoft</b> (<b>MSFT</b>), and <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>— already deploy ChargePoint charging stations at their corporate offices. ChargePoint should be able to leverage this already-huge and very well-known commercial client portfolio to keep winning more corporate contracts.</p><p>The same is true across the education, hospitality, and residential verticals. ChargePoint counts Harvard, Stanford, <b>Best Western</b>, <b>Disney</b> (<b><u>DIS</u></b>), and <b>Brookfield</b> (<b><u>BAM</u></b>) as customers (among many, many others).</p><p>Meanwhile, from a consumer-facing perspective, ChargePoint has teamed up with auto makers like <b>BMW</b> (<b><u>BMWYY</u></b>) so that its charging locations are seamlessly integrated into in-car navigation systems. <i>And</i>the company has a widely downloaded app that allows EV drivers to easily locate ChargePoint charging stations.</p><p>All that will push ChargePoint to top-of-mind for consumers. And that should provide a huge tailwind for ChargePoint to also dominate the at-home residential EV charging market.</p><p>Overall, the network effects at play here are powerful and pervasive.</p><p>Indeed, they’re so much so that ChargePoint will very likely replace Shell as the world’s largest “refueling” station operator.</p><p>Of course, that implies enormous long-term upside potential for CHPT stock.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy These EV Charging Stocks for Huge Gains in the 2020s</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy These EV Charging Stocks for Huge Gains in the 2020s\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-16 08:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/09/3-ev-charging-stocks-to-buy-for-huge-gains-in-the-2020s/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To make EVs broadly useful, the world will have to build a network of millions of charging ports.The owners of those charging ports will be $100-plus billion giants one day.EV charging stocks are a ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/09/3-ev-charging-stocks-to-buy-for-huge-gains-in-the-2020s/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHPT":"ChargePoint Holdings Inc.","BLNK":"Blink Charging"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/09/3-ev-charging-stocks-to-buy-for-huge-gains-in-the-2020s/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267631321","content_text":"To make EVs broadly useful, the world will have to build a network of millions of charging ports.The owners of those charging ports will be $100-plus billion giants one day.EV charging stocks are a broad, less risky bet on the entire EV revolution.Source: Blue Planet Studio / ShutterstockThe EV Revolution has arrived. And everyone is rushing to buy Tesla and Nio stock to gain exposure to this megatrend. But there’s actually a much better, off-the-radar way to play this revolution: EV charging stocks.The logic is simple.No charging stations, no working EVs.Gas cars run on fuel. Without fuel, a gas car is just a metal box with four wheels that doesn’t go anywhere. That’s why, to make gas cars broadly useful, the world built out a network of millions of refueling stations. The owners of those stations — Chevron, Exxon Mobil and Shell  — are $100-plus billion giants.The same thinking applies to electric vehicles.EVs run on charge. Without a charge, an EV is just a metal box with four wheels that doesn’t go anywhere. And to make EVs broadly useful, the world will have to build a network of millions of charging ports. The owners of those charging ports will be $100-plus billion giants one day — the new Chevron, Exxon and Shell.The best part? It doesn’t matter which auto maker wins the EV wars. So long as consumers buy more EVs, there will be a greater need for charging station infrastructure. Thus, EV charging stocks are a broad, less risky bet on the entire EV revolution.With that in mind, here are my two favorite EV charging stocks to buy for huge gains in the 2020s:Blink ChargingChargePointEV Charging Stocks to Buy: Blink ChargingAt the top of this list is the stock market’s longest tenured EV charging operator, Blink Charging.Many EV charging stocks came public in 2020 as companies tried to capitalize on investor enthusiasm for all things EV-related. Blink Charging was not one of those companies. Instead, it has been on Wall Street for over 10 years.But it wasn’t until the EV Revolution went mainstream that BLNK stock soared into the spotlight. From 2020 to ‘21, BLNK stock was up more than 2,000%.This year, the stock market has struggled, to say the least. But once it finds solid ground again, stocks like this will regain their highs. Indeed, this big rally in BLNK was just the beginning.Blink is America’s second-largest charging station operator, with more than 23,000 EV charging stations throughout the U.S., Europe and Middle East. The company has a broad range of high-quality chargers for every need. And it has scored partnerships with important clients across all verticals — such as food, McDonald’s (MCD); commercial, Meta (META); and retail, Whole Foods.Blink should be able to leverage its incumbent technological advantages and partnership network to become one of the largest EV station operators in the U.S. and Europe. (This isn’t a winner-take-all market).Yet, Blink is worth just $1.2 billion today. That implies the stock still has enormous upside potential over the next several years.ChargePointThe second on this list of EV charging stocks to buy is the highest-quality name on it, too: ChargePoint.ChargePoint is America’s largest EV charging station operator. The company operates over 30,000 U.S. charging stations. And it commands 73% EV charging station market share in North America, making it 7X larger than the closest competitor.This size is a huge advantage because of network effects.Roughly 62% of the Fortune 50 — including Meta, Netflix (NFLX), Salesforce (CRM), Microsoft (MSFT), and Adobe— already deploy ChargePoint charging stations at their corporate offices. ChargePoint should be able to leverage this already-huge and very well-known commercial client portfolio to keep winning more corporate contracts.The same is true across the education, hospitality, and residential verticals. ChargePoint counts Harvard, Stanford, Best Western, Disney (DIS), and Brookfield (BAM) as customers (among many, many others).Meanwhile, from a consumer-facing perspective, ChargePoint has teamed up with auto makers like BMW (BMWYY) so that its charging locations are seamlessly integrated into in-car navigation systems. Andthe company has a widely downloaded app that allows EV drivers to easily locate ChargePoint charging stations.All that will push ChargePoint to top-of-mind for consumers. And that should provide a huge tailwind for ChargePoint to also dominate the at-home residential EV charging market.Overall, the network effects at play here are powerful and pervasive.Indeed, they’re so much so that ChargePoint will very likely replace Shell as the world’s largest “refueling” station operator.Of course, that implies enormous long-term upside potential for CHPT stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930584606,"gmtCreate":1661988708906,"gmtModify":1676536616787,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Bad news&nbsp;","listText":"Bad news&nbsp;","text":"Bad news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930584606","repostId":"2264234656","repostType":4,"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930644978,"gmtCreate":1661956762196,"gmtModify":1676536611736,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930644978","repostId":"1175758634","repostType":4,"repost":{"id":"1175758634","pubTimestamp":1661959764,"share":"https://www.laohu8.com/m/news/1175758634?lang=&edition=full","pubTime":"2022-08-31 23:29","market":"us","language":"en","title":"Apple: Buy Now And Think Outside The Box","url":"https://stock-news.laohu8.com/highlight/detail?id=1175758634","media":"Seeking Alpha","summary":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.T","content":"<html><head></head><body><p>Summary</p><ul><li>Apple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.</li><li>The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.</li><li>Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.</li><li>Apple&#39;s lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.</li><li>I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.</li></ul><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a> stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.</p><p>In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.</p><p><b>Apple&#39;s September 7 Event - Earlier Than Usual A Positive With No Supply Chain Problems</b></p><p>Apple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.</p><p><img src=\"https://static.tigerbbs.com/451e6dca9b021a86a3b3e6149c2fc333\" tg-width=\"640\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/>Apple</p><p><i>This suggests that Apple’s supply chain is under control and can deliver on time.</i> In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.</p><p>Last year&#39;s iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).</p><p>Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.</p><p><b>Smartphone Shipments May Be Down, But Apple is Up – A Positive</b></p><p>Much of the negative news surrounding the consumer electronics market is a headline that&#39;s not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.</p><p>Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.</p><p>On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35ce09c08e448a2b3f6e63ee6c14e875\" tg-width=\"296\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/><span>Strategy Analytics</span></p><p>Chart 1</p><h3>Will Dour Economy Influence iPhone 14 Sales?</h3><p>Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.</p><p>I see the move as an opportunity for Apple to<i>jump start</i>its supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It&#39;s also geared to app developers, many of which are small businesses.</p><p>In the past two weeks on thepositive economic side:</p><ul><li>Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.</li><li>Producer prices fell 0.5% in July from the month before.</li><li>Home prices jumped to a record high in the second quarter</li><li>U.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.</li><li>U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.</li><li>Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.</li><li>Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.</li><li>U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.</li></ul><p>On the not-so-positive side:</p><ul><li>Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li><li>Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.</li><li>New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.</li><li>Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.</li><li>U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.</li><li>Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.</li></ul><p>Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.</p><p>Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.</p><p>The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.</p><h3><b>Investor Takeaway</b></h3><p>Apple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.</p><p>At itsF3Q earnings call, according to Luca Maestri - SVP &amp; CFO:</p><blockquote>“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”</blockquote><p>Table 2 shows Apple&#39;s revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.</p><p>Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.</p><p>Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cb1c84c3fdbe6c680c06f4b5ddd9064\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/><span>Chart 2</span></p><p>My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”</p><p>Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687b5eefc5a181794d19e62d3abe4c8f\" tg-width=\"634\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Chart 3</span></p><p>While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2eab5a850395d356059c7c5ab760570b\" tg-width=\"634\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>Chart 4</span></p><p>An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.</p><p>There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.</p><p>Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it&#39;s the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.</p><p>My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Buy Now And Think Outside The Box</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Buy Now And Think Outside The Box\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4538019-apple-buy-now-think-outside-the-box","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175758634","content_text":"SummaryApple’s iPhone event was announced Sept. 7 amid concerns of growing macroeconomic headwinds.The earlier than usual timing of Apple’s iPhone event signifies its supply chain problems from 2021 have been eliminated, a tailwind for a strong iPhone 14 introduction.Although smartphone sales have slowed in 2022, Apple’s shipments and market share have actually increased.Apple's lack of quantitative guidance for the quarter adds to speculation and complicates investment strategy.I see strong growth potential for Apple from microeconomic factors limited by macroeconomic uncertainties.Apple stock has been under pressure since the end July 2022 when research companies started publishing disappointing Q2 smartphone shipments and when Micron (MU) presented dire guidance on memory sales following a slowdown in consumer electronicsproducts like smartphone and PCs.In this article, I present my thesis that suggests Apple’s flagship smartphone sales will be better than anticipated by a deep dive into 1H2022 results, as will its other products, in light of Apple’s lack of empirical guidance for F4Q.Apple's September 7 Event - Earlier Than Usual A Positive With No Supply Chain ProblemsApple recently sent out invitations to its “Far Out” event slated to be held at the Steve Jobs Theater in Cupertino, California on Sept. 7. As seen in Table 1, all iPhone events since the iPhone 4S in 2011 were introduced later than the Sept. 7, 2022, date of the iPhone 14 event.AppleThis suggests that Apple’s supply chain is under control and can deliver on time. In previous years, several iPhones were introduced later than planned, primarily due to supply chain issues. The iPhone 12 was delayed because of 5G parts shortages.Last year's iPhone 13 production ultimately fell 20% short of the initial plan in September and October. The root cause of delays revolved around the need for a supplier ramp of sensor-shift optical image stabilization to all four iPhone 13 models when Apple had only used sensor-shift stabilization on the iPhone 12 Pro Max, while the other models relied on OIS (optical image stabilization).Even with the iPhone 14 development, there have been glitches in the camera coating. Rear cameras that Taiwan’s Genius Electronic Optical Co. supplied experienced coating-crack quality issues. As a result, Apple had to move 10 million lens orders to Largan Precision to prevent iPhone 14 shipment delays.Smartphone Shipments May Be Down, But Apple is Up – A PositiveMuch of the negative news surrounding the consumer electronics market is a headline that's not well thought out. Indeed, smartphone shipments decreased on a YoY basis, but Apple shipments increased.Research firm Counterpoint Researchsaidthat Apple saw 147% year-over-year growth in the $1,000 and above portion of the smartphone market, accounting for 46% of the total market.On aglobal basis, overall smartphone shipments fell -7% YoY to 291 million units in Q2 2022. But Apple shipped 48 million iPhones worldwide, up +3% YoY, for 16% global market share in Q2 2022, as shown in Chart 1. This is the highest second quarter market share for Apple over the past 10 years, at the expense of leading Chinese brands who were hampered by the sluggish performance in both home and overseas market. Apple had a good quarter, led by iPhone 13 series which continued to ramp up volumes in US, China and other key markets, according to the company.Strategy AnalyticsChart 1Will Dour Economy Influence iPhone 14 Sales?Macroeconomic headwinds have been a challenge for investors, particularly inflation. In the past month since Apple’s F3Q earnings call, these headwinds have abated somewhat. But the reasoning for moving up the Apple event Sept. 7 has raised speculation that it was done in light of the economic malaise impacting consumers prior to further negative news.I see the move as an opportunity for Apple tojump startits supply chain economically since its delivery schedule appears to be stable with no glitches. This strategy will financially help suppliers of components as concerns of layoffs and redundancies are on the horizon. It's also geared to app developers, many of which are small businesses.In the past two weeks on thepositive economic side:Consumer confidence reached 103.2 in August, an increase of 7.9 from the final reading of 95.3 for July.Producer prices fell 0.5% in July from the month before.Home prices jumped to a record high in the second quarterU.S. consumer sentiment rose in early August to 55.1, continuing its climb from a record low earlier this summer as inflation expectations improved.U.S. retail spending held steady in July, and excluding autos and gasoline, spending rose 0.7%.Initial jobless claims inched down to a seasonally adjusted 250,000 last week, a sign the labor market is holding up.Employers in the U.S. added about 462,000 more jobs in the year through March than the Labor Department originally estimated.U.S. GDP fell less than previously thought in second quarter, contracting at a 0.6% annual rate from April to June, down from an initial 0.9% rate earlier.On the not-so-positive side:Durable-goods orders unchanged in July, as businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Consumer spending inched up 0.1% in July as inflation remained near a four-decade high.New applications for unemployment benefits, which edged higher to 262,000 last week, have been on an upward trend since reaching a 50-year low in March.Housing starts in the U.S. declined 9.6% in July from the month before as high inflation and higher mortgage rates make it more expensive to build and buy property.U.S. existing home sales fell in July for the sixth straight month, the longest streak of declines in more than eight years, as higher mortgage rates and a shortage of homes for sale are cooling the market.Businesses pulled back on orders for long-lasting goods, reflecting a cooling in demand amid other signs of a slowing U.S. economy.Keep in mind that the above issues are for the U.S. economy, and globally they could be very different. TheConference Boardforecasts global GDP growth of 2.7 percent for 2022 and 1.7 percent for 2023.Given stronger-than-expected Q2 data and upward revisions to Q1, forecasts for the full year 2022 are revised upward for the Euro Area. But as headwinds are intensifying, the Conference Board lowered its 2023 GDP growth estimates.The full-year 2022 GDP growth projection for China was downgraded by 0.3 percentage points to account for a weaker-than-expected services recovery in the second half of the year.Investor TakeawayApple reported F3Q revenue of $63.4 billion with a June quarter revenue record for iPhone.At itsF3Q earnings call, according to Luca Maestri - SVP & CFO:“iPhone revenue grew 3% year-over-year to a June quarter record of $40.7 billion despite foreign exchange headwinds as customer response to our iPhone 13 family continue to be strong. We set June quarter records in both developed and emerging markets. And the iPhone active installed base reached a new all-time high across all geographies as a result of this level of sales performance combined with unmatched customer loyalty.”Table 2 shows Apple's revenues for FY2020 and FY2021 and my estimates for FY2022 to FY2024. I forecast that for FY2022 only the iPad will be impacted by the slowing demand for consumer electronics products. Other than that data metric, revenue for each product line will increase yearly.Apple’s services revenue reaching $112 billion in FY 2024. Importantly, services will grow to 25.6% of total revenues in FY2024, up from 18.7% in FY2021.Gross margin was guided sequentially lower (41.5-42.5% versus 43.3% in F3Q). Chart 2 shows Apple’s meteoric rise in gross margins over the past five-year period. In my opinion, the possibility of a guided drop holds less significance given it rose from 38% over the previous four years.Chart 2My main concern is that despite a positive scenario I presented in this article, technology stock performance continues to be strongly correlated with the 10-year Treasury Rate. I discussed this in detail in my July 1, 2022, Seeking Alpha article entitled “Why Are Tech Stocks Selling Off And What Is The Outlook?”Chart 3 shows this correlation with Apple shares. U.S. Treasury yields rose again after Fed Chair Powell signaled further interest rate hikes last week. Uncertainty remains high over the course of inflation, energy prices, the war in Ukraine, and economic policy in China. That has resulted in a corresponding drop in Apple shares.Chart 3While the 10-year Treasury Rate is increasing and responsible for technology shares decreasing, the two-year Treasury Rate is increasing faster. As shown in Chart 4, this has resulted in an inverted yield curve, with the 10-2 year spread at -0.30%.Chart 4An inverted yield curve occurs when near-term risks increase. Investors demand relatively greater compensation from shorter-term Treasuries, and long-term expectations for the economy sour.There have been six major US recessions, defined byat least two consecutive quarters of negative GDP growth, since 1976. Represented by gray panels in the below chart, all six recessions were preceded by the 10-2 spread going negative, and each recession occurred less than two years after the 10-2 spread first inverted.Apple’s Sept. 7 iPhone 14 event will provide the press with information on increments of performance improvements beyond the iPhone 13. That seems to be standard operating procedure for Apple with each iteration of iPhone announced. However, it's the backdrop of this event that provides details about the health of the company amid macroeconomic concerns.My attempts to “think outside the box” suggest to readers that the “bright spots” in Apple’s timing of the event (a positive) and its ancillary performance in iPhone shipments and market shares (a positive) are a buying opportunity for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905177847,"gmtCreate":1659843505692,"gmtModify":1703767023991,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Hold&nbsp;","listText":"Hold&nbsp;","text":"Hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905177847","repostId":"2257938127","repostType":4,"repost":{"id":"2257938127","pubTimestamp":1659841251,"share":"https://www.laohu8.com/m/news/2257938127?lang=&edition=full","pubTime":"2022-08-07 11:00","market":"us","language":"en","title":"Roku Stock Crash: Should Investors Buy, Sell, or Hold?","url":"https://stock-news.laohu8.com/highlight/detail?id=2257938127","media":"Motley Fool","summary":"Macro headwinds are putting pressure on Roku's share price, but the fundamentals of the business seem relatively unchanged.","content":"<html><head></head><body><p>The past year has been a <i>really</i> rough time to be an investor in <b>Roku</b>, a leading streaming platform. Shares had already taken a massive beating over the past 12 months. And as if that wasn&#39;t enough, the stock price plummeted another 25% after Roku&#39;s second-quarter results thoroughly disappointed the market. While the shares have bounced back a bit in the past few days, they are still trading near their lowest price in two years.</p><p>It is quite understandable for any investor to contemplate selling their Roku shares at this time. There is no one-size-fits-all investing strategy. However, here&#39;s the key question investors should ask before hitting that sell button: Are Roku&#39;s poor second-quarter results driven by the company&#39;s declining business fundamentals and an extinguishing future opportunity, or is the reality more nuanced? Let&#39;s review.</p><h2>Likely one of its worst quarters in the recent memory</h2><p>Roku&#39;s total revenue for the second quarter of 2022 grew only 18%, reaching $764 million. Growth in its platform revenue -- which has been rising steadily and now makes up 88% of the total revenue -- was also step down at 26%. Total and platform revenue saw notable deceleration from the first quarter of 2022, when they grew 28% and 39%, respectively.</p><p>The bottom-line numbers weren&#39;t encouraging either. The company took a loss from operations of $110 million, compared to a relatively moderate loss of $23 million in the first quarter of 2022 and a gain of $69 million in the year-ago quarter.</p><p>The biggest blow came with Roku&#39;s guidance for the third quarter of 2022: The company expects its year-over-year revenue to grow by a meager 3%, reaching $700 million. That number fell short of consensus analyst estimates by a whopping $200 million. And the company withdrew its full-year guidance -- citing a high degree of uncertainty in the macroeconomic environment -- not leaving much room for optimism for a quick turnaround.</p><h2>Macroeconomic context offers greater clarity</h2><p>While Roku&#39;s headline numbers present a fairly clear picture of its recent quarter, they don&#39;t really paint a complete picture of where the business stands today. Despite the continuing supply chain challenges -- which have impacted TV sales for over a year -- Roku added 1.2 million new subscribers in the quarter, taking the total to 63.1 million.</p><p>Viewers also continue to spend a good chunk of their time -- on average, 3.7 hours per active account per day -- streaming on their Roku devices. A total of 20.7 billion hours of content was streamed on Roku&#39;s platform in the second quarter, fairly in line with the first quarter of 2022 and an increase of 19% over a year ago. Roku&#39;s average revenue per user (ARPU) also surged a healthy 21% to $44.10.</p><p>Clearly, engagement is not an issue for Roku. Product or service quality don&#39;t seem to be the culprits either -- Roku continued to be ranked the No. 1 selling smart TV operating system in the US, and it grabbed the No. 2 spot in Mexico.</p><p>The big issue impacting Roku is the slowdown in the economy. Raging inflation and higher interest rates are squeezing consumers and putting pressure on businesses. As times get tough, advertising is one of the easy-to-cut material expenses for businesses. Many of Roku&#39;s advertisers paused their ad spending in the middle of the second quarter, negatively impacting its revenue.</p><p>And Roku isn&#39;t alone in facing this challenge. Even <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>, an established giant generating multiple times Roku&#39;s revenue in advertising, and players like <b>Snap</b> and <b>Twitter</b> are experiencing the same ad cutbacks and revenue headwinds.</p><h2>What should investors do?</h2><p>Despite the impact of the slowing economy, the core thesis behind investing in Roku still seems to be intact. First, unlike many of its competitors that repurposed their cellphone or computer operating systems to stream content on TV, Roku purpose-built a software platform for TVs from the ground up, and the company believes its platform to be the best in the industry.</p><p>Second, the secular trends supporting Roku&#39;s long-term opportunity are still in place: Consumers are steadily shifting away from traditional pay TV to streaming, with legacy pay-TV households expected to decline from 52.4% in 2022 to 42.4% in 2026. Also, the shift of advertising budgets from legacy pay TV to streaming is lagging the shift in viewers. In 2022, consumers spent 50% of their TV time on streaming, but marketers spent only 22% of their ad budgets on streaming.</p><p>Finally, Anthony Wood, Roku&#39;s founder who has led the company for almost two decades, is still at the helm. Under Wood&#39;s leadership, Roku has innovated and executed very well to attain a leading position in the industry.</p><p>That is not to say there are no risks to Roku&#39;s business: Competition is intense, and Roku has to prove it can replicate its North American success in other parts of the world. It is also unclear when the economy will rebound and advertising spend will rise. Roku is not immune to macro headwinds. At the same time, it is fundamentally <i>not</i> a different business today from what it was about 12 months ago when shares were trading at an all-time-high price of over $475.</p><p>For long-term investors with diversified portfolios, the best strategy may be to hold onto their Roku shares and ride this bumpy ride as the company still has a long runway ahead. In fact, with pessimism at its peak -- and considering the shares are trading at their five-year low price-to-sales ratio of around 3.5 -- it may not be a bad idea to add a few shares of Roku.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roku Stock Crash: Should Investors Buy, Sell, or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoku Stock Crash: Should Investors Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/06/roku-stock-crash-should-investors-buy-sell-or-hold/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past year has been a really rough time to be an investor in Roku, a leading streaming platform. Shares had already taken a massive beating over the past 12 months. And as if that wasn't enough, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/06/roku-stock-crash-should-investors-buy-sell-or-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/08/06/roku-stock-crash-should-investors-buy-sell-or-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257938127","content_text":"The past year has been a really rough time to be an investor in Roku, a leading streaming platform. Shares had already taken a massive beating over the past 12 months. And as if that wasn't enough, the stock price plummeted another 25% after Roku's second-quarter results thoroughly disappointed the market. While the shares have bounced back a bit in the past few days, they are still trading near their lowest price in two years.It is quite understandable for any investor to contemplate selling their Roku shares at this time. There is no one-size-fits-all investing strategy. However, here's the key question investors should ask before hitting that sell button: Are Roku's poor second-quarter results driven by the company's declining business fundamentals and an extinguishing future opportunity, or is the reality more nuanced? Let's review.Likely one of its worst quarters in the recent memoryRoku's total revenue for the second quarter of 2022 grew only 18%, reaching $764 million. Growth in its platform revenue -- which has been rising steadily and now makes up 88% of the total revenue -- was also step down at 26%. Total and platform revenue saw notable deceleration from the first quarter of 2022, when they grew 28% and 39%, respectively.The bottom-line numbers weren't encouraging either. The company took a loss from operations of $110 million, compared to a relatively moderate loss of $23 million in the first quarter of 2022 and a gain of $69 million in the year-ago quarter.The biggest blow came with Roku's guidance for the third quarter of 2022: The company expects its year-over-year revenue to grow by a meager 3%, reaching $700 million. That number fell short of consensus analyst estimates by a whopping $200 million. And the company withdrew its full-year guidance -- citing a high degree of uncertainty in the macroeconomic environment -- not leaving much room for optimism for a quick turnaround.Macroeconomic context offers greater clarityWhile Roku's headline numbers present a fairly clear picture of its recent quarter, they don't really paint a complete picture of where the business stands today. Despite the continuing supply chain challenges -- which have impacted TV sales for over a year -- Roku added 1.2 million new subscribers in the quarter, taking the total to 63.1 million.Viewers also continue to spend a good chunk of their time -- on average, 3.7 hours per active account per day -- streaming on their Roku devices. A total of 20.7 billion hours of content was streamed on Roku's platform in the second quarter, fairly in line with the first quarter of 2022 and an increase of 19% over a year ago. Roku's average revenue per user (ARPU) also surged a healthy 21% to $44.10.Clearly, engagement is not an issue for Roku. Product or service quality don't seem to be the culprits either -- Roku continued to be ranked the No. 1 selling smart TV operating system in the US, and it grabbed the No. 2 spot in Mexico.The big issue impacting Roku is the slowdown in the economy. Raging inflation and higher interest rates are squeezing consumers and putting pressure on businesses. As times get tough, advertising is one of the easy-to-cut material expenses for businesses. Many of Roku's advertisers paused their ad spending in the middle of the second quarter, negatively impacting its revenue.And Roku isn't alone in facing this challenge. Even Meta Platforms, an established giant generating multiple times Roku's revenue in advertising, and players like Snap and Twitter are experiencing the same ad cutbacks and revenue headwinds.What should investors do?Despite the impact of the slowing economy, the core thesis behind investing in Roku still seems to be intact. First, unlike many of its competitors that repurposed their cellphone or computer operating systems to stream content on TV, Roku purpose-built a software platform for TVs from the ground up, and the company believes its platform to be the best in the industry.Second, the secular trends supporting Roku's long-term opportunity are still in place: Consumers are steadily shifting away from traditional pay TV to streaming, with legacy pay-TV households expected to decline from 52.4% in 2022 to 42.4% in 2026. Also, the shift of advertising budgets from legacy pay TV to streaming is lagging the shift in viewers. In 2022, consumers spent 50% of their TV time on streaming, but marketers spent only 22% of their ad budgets on streaming.Finally, Anthony Wood, Roku's founder who has led the company for almost two decades, is still at the helm. Under Wood's leadership, Roku has innovated and executed very well to attain a leading position in the industry.That is not to say there are no risks to Roku's business: Competition is intense, and Roku has to prove it can replicate its North American success in other parts of the world. It is also unclear when the economy will rebound and advertising spend will rise. Roku is not immune to macro headwinds. At the same time, it is fundamentally not a different business today from what it was about 12 months ago when shares were trading at an all-time-high price of over $475.For long-term investors with diversified portfolios, the best strategy may be to hold onto their Roku shares and ride this bumpy ride as the company still has a long runway ahead. In fact, with pessimism at its peak -- and considering the shares are trading at their five-year low price-to-sales ratio of around 3.5 -- it may not be a bad idea to add a few shares of Roku.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9905177175,"gmtCreate":1659843476400,"gmtModify":1703767023829,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Tesla&nbsp;","listText":"Tesla&nbsp;","text":"Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9905177175","repostId":"1187436039","repostType":4,"repost":{"id":"1187436039","pubTimestamp":1659842153,"share":"https://www.laohu8.com/m/news/1187436039?lang=&edition=full","pubTime":"2022-08-07 11:15","market":"us","language":"en","title":"Tesla's Event-Filled Shareholder Meeting, Toyota On Damage-Control Mode, Lucid Comes Up Short, Romeo Finds Suitor And More: Week's Biggest EV Stories","url":"https://stock-news.laohu8.com/highlight/detail?id=1187436039","media":"Benzinga","summary":"ZINGER KEY POINTSEV stocks ended the week mostly higher as traders digested earnings and M&A newsTes","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>EV stocks ended the week mostly higher as traders digested earnings and M&amp;A news</li><li>Tesla stock pulled back during the week in a &#39;sell the news&#39; move after the company confirmed 3:1 stock split</li><li>Lucid had a disappointing quarter, marked by lean deliveries and forecast of weaker-than-production for the fiscal-year 2022</li></ul><p>Most electric vehicle stocks finished the week ending Aug. 5 higher, with the exception of industry giant <b>Tesla, Inc.</b> and a handful of other companies. Stocks were reacting mostly to earnings news flow, tax credit proposals that are being discussed as part of a broader bill, and M&amp;A news flow.</p><p>Here are the key events that happened in the EV space during the week:</p><p><b>Tesla’s Shareholder Meeting:</b> Tesla conducted its annual shareholder meeting this week at its Giga Austin facility, which was held as a hybrid event. As expected, shareholders approved splitting the shares in the ratio of 3:1.The company later confirmed that the split will be implemented in the form of a stock dividend, payable on Aug. 24, to shareholders on record as of Aug. 17.</p><p>And there was no revolt, with shareholders voting mostly in line with the company’s recommendations.</p><p>Tesla CEO <b>Elon Musk</b> turned up and offered his thoughts and predictions on a host of topics, ranging from the company’s own product roadmap to inflation and recession. He continues to emphasize that the U.S. will undergo a shallow but prolonged recession that could last for 18 months.</p><p>He suggested that the company&#39;s full-self-driving software should be available by the end of the year to anyone who requests it in North America. Tesla’s production capacity will expand to 2 million units by the end of 2022, he added. He also hinted at the commencement of the production of the much-anticipated Cybertruck by the end of 2023. Volume production of the 4680 battery will likely start by the end of 2022, he added.</p><p>Separately, Tesla began deliveries of its Model Y SUV in Australia and New Zealand this week.</p><p><b>Toyota’s To Repurchase bZ4X EVs:</b> Japanese auto giant <b>Toyota Motor Corporation</b> is taking a step to please aggrieved customers affected by the June recall of its bZ4X EVs due to the likelihood of wheels falling off. The company’s U.S. unit is reportedly repurchasing the affected SUV, with the terms of purchase depending on the buyer’s state and particular circumstances.</p><p><b>Romeo In M&amp;A Mix:</b> <b>Romeo Power, Inc.</b> shares were on a tear after the embattled battery manufacturer announced a deal to be bought by heavy-duty, commercial EV maker <b>Nikola Corporation</b> for 74 cents per share in stock. The penny stock rallied sharply to end the week over 60% higher.</p><p><b>Earnings Bring Down Lucid:</b> Luxury EV maker <b>Lucid Group, Inc.</b>, which was once touted as the “next Tesla” came up short in its second quarter, delivering merely 679 vehicles in the quarter and producing about 1,400 vehicles for the first half. More importantly, the company cut its forecast for 2022 in half. It now expects to produce 6,000 to 7,000 vehicles, down from 12,000 to 14,000 units it envisaged earlier. The company blamed it on “extraordinary supply chain and logistics challenges.”</p><p><b>Fisker Touts Strong Reservations:</b> <b>Fisker, Inc.</b> investors heaved a sigh of relief as the company stuck with its timeline for the start of the production of its Ocean One SUV. Production will start as planned on Nov.18, the company confirmed. The company also said reservation numbers were buoyant at 56,000 units.</p><p><b>Lordstown Sticks With Production Timeline:</b> <b>Lordstown Motors Corp.</b> reported its first-ever operating profit in the second quarter despite a lack of revenue. The company benefited from the gains on the sale of its Ohio facility to partner and Taiwanese contract manufacturer <b>Hon Hai Precision Manufacturing Co. Ltd.</b>. The company confirmed it would begin production of its Endurance pickup truck in the third quarter and begin deliveries by the end of the year.</p><p><b>EV Tax Credit Deal Could Go Through Senate:</b> The <b>Joe Biden</b> administration’s ambitious Climate and Energy tax bill could be passed by the Senate as early as Sunday after Sen. <b>Kyrsten Sinema</b>(D-AZ), who was holding out, agreed to vote for the proposals, with some modifications. Proposals on clean energy are part of the bill.</p><p><b>EV Stock Performances for The Week:</b></p><p><img src=\"https://static.tigerbbs.com/d99b03ebc707175bf9230c20fab2a9a2\" tg-width=\"640\" tg-height=\"1054\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Event-Filled Shareholder Meeting, Toyota On Damage-Control Mode, Lucid Comes Up Short, Romeo Finds Suitor And More: Week's Biggest EV Stories</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Event-Filled Shareholder Meeting, Toyota On Damage-Control Mode, Lucid Comes Up Short, Romeo Finds Suitor And More: Week's Biggest EV Stories\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-07 11:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/08/28386326/teslas-event-filled-shareholder-meeting-toyotas-reconciliatory-car-buyback-move-fisker-comes-up-sho><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSEV stocks ended the week mostly higher as traders digested earnings and M&A newsTesla stock pulled back during the week in a 'sell the news' move after the company confirmed 3:1 stock...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/08/28386326/teslas-event-filled-shareholder-meeting-toyotas-reconciliatory-car-buyback-move-fisker-comes-up-sho\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","TSLA":"特斯拉","TM":"丰田汽车"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28386326/teslas-event-filled-shareholder-meeting-toyotas-reconciliatory-car-buyback-move-fisker-comes-up-sho","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187436039","content_text":"ZINGER KEY POINTSEV stocks ended the week mostly higher as traders digested earnings and M&A newsTesla stock pulled back during the week in a 'sell the news' move after the company confirmed 3:1 stock splitLucid had a disappointing quarter, marked by lean deliveries and forecast of weaker-than-production for the fiscal-year 2022Most electric vehicle stocks finished the week ending Aug. 5 higher, with the exception of industry giant Tesla, Inc. and a handful of other companies. Stocks were reacting mostly to earnings news flow, tax credit proposals that are being discussed as part of a broader bill, and M&A news flow.Here are the key events that happened in the EV space during the week:Tesla’s Shareholder Meeting: Tesla conducted its annual shareholder meeting this week at its Giga Austin facility, which was held as a hybrid event. As expected, shareholders approved splitting the shares in the ratio of 3:1.The company later confirmed that the split will be implemented in the form of a stock dividend, payable on Aug. 24, to shareholders on record as of Aug. 17.And there was no revolt, with shareholders voting mostly in line with the company’s recommendations.Tesla CEO Elon Musk turned up and offered his thoughts and predictions on a host of topics, ranging from the company’s own product roadmap to inflation and recession. He continues to emphasize that the U.S. will undergo a shallow but prolonged recession that could last for 18 months.He suggested that the company's full-self-driving software should be available by the end of the year to anyone who requests it in North America. Tesla’s production capacity will expand to 2 million units by the end of 2022, he added. He also hinted at the commencement of the production of the much-anticipated Cybertruck by the end of 2023. Volume production of the 4680 battery will likely start by the end of 2022, he added.Separately, Tesla began deliveries of its Model Y SUV in Australia and New Zealand this week.Toyota’s To Repurchase bZ4X EVs: Japanese auto giant Toyota Motor Corporation is taking a step to please aggrieved customers affected by the June recall of its bZ4X EVs due to the likelihood of wheels falling off. The company’s U.S. unit is reportedly repurchasing the affected SUV, with the terms of purchase depending on the buyer’s state and particular circumstances.Romeo In M&A Mix: Romeo Power, Inc. shares were on a tear after the embattled battery manufacturer announced a deal to be bought by heavy-duty, commercial EV maker Nikola Corporation for 74 cents per share in stock. The penny stock rallied sharply to end the week over 60% higher.Earnings Bring Down Lucid: Luxury EV maker Lucid Group, Inc., which was once touted as the “next Tesla” came up short in its second quarter, delivering merely 679 vehicles in the quarter and producing about 1,400 vehicles for the first half. More importantly, the company cut its forecast for 2022 in half. It now expects to produce 6,000 to 7,000 vehicles, down from 12,000 to 14,000 units it envisaged earlier. The company blamed it on “extraordinary supply chain and logistics challenges.”Fisker Touts Strong Reservations: Fisker, Inc. investors heaved a sigh of relief as the company stuck with its timeline for the start of the production of its Ocean One SUV. Production will start as planned on Nov.18, the company confirmed. The company also said reservation numbers were buoyant at 56,000 units.Lordstown Sticks With Production Timeline: Lordstown Motors Corp. reported its first-ever operating profit in the second quarter despite a lack of revenue. The company benefited from the gains on the sale of its Ohio facility to partner and Taiwanese contract manufacturer Hon Hai Precision Manufacturing Co. Ltd.. The company confirmed it would begin production of its Endurance pickup truck in the third quarter and begin deliveries by the end of the year.EV Tax Credit Deal Could Go Through Senate: The Joe Biden administration’s ambitious Climate and Energy tax bill could be passed by the Senate as early as Sunday after Sen. Kyrsten Sinema(D-AZ), who was holding out, agreed to vote for the proposals, with some modifications. Proposals on clean energy are part of the bill.EV Stock Performances for The Week:","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902645813,"gmtCreate":1659697124834,"gmtModify":1704787104600,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Caution&nbsp;","listText":"Caution&nbsp;","text":"Caution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902645813","repostId":"1198183547","repostType":4,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901781341,"gmtCreate":1659270645683,"gmtModify":1676536279377,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Good buy&nbsp;","listText":"Good buy&nbsp;","text":"Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901781341","repostId":"2254034642","repostType":4,"repost":{"id":"2254034642","pubTimestamp":1659226925,"share":"https://www.laohu8.com/m/news/2254034642?lang=&edition=full","pubTime":"2022-07-31 08:22","market":"us","language":"en","title":"2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254034642","media":"Motley Fool","summary":"Stock-split euphoria has taken hold of Wall Street, with a select few stock-split stocks standing out as incredible bargains.","content":"<html><head></head><body><p>It&#39;s been quite the year for Wall Street. The broad-based <b>S&amp;P 500</b> produced its worst first-half to a year in more than a half-century, while the growth stock-driven <b>Nasdaq Composite</b> tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.</p><p>Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.</p><p><img src=\"https://static.tigerbbs.com/e2daa6e9727c19deaf0363e0545334e0\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p>Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn&#39;t need to split in the first place if it wasn&#39;t executing on its growth strategy and hadn&#39;t seen its share price rise as a result.</p><p>But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they&#39;ve ever been and are begging to be bought by patient investors.</p><h2>Alphabet</h2><p>Without question, the no-brainer buy among this year&#39;s stock-split stocks is <b>Alphabet</b>, parent company of internet search engine Google and streaming platform YouTube.</p><p>Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.</p><p>Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion&#39;s share of the company&#39;s sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there&#39;s genuine worry that Alphabet could be fighting an uphill battle in coming quarters.</p><p>However, analyzing Alphabet&#39;s operating performance over one or two quarters isn&#39;t the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they&#39;d likely realize it&#39;s one of Wall Street&#39;s top bargains.</p><p>Take the company&#39;s foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it&#39;s held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.</p><p>There&#39;s also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don&#39;t overlook YouTube&#39;s premium subscriptions as a growth driver.</p><p>But it&#39;s Alphabet&#39;s cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world&#39;s No. 3 cloud service provider by total revenue, and it&#39;s been consistently growing by 40% to 50% on an annual basis. Although it&#39;s a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company&#39;s leading operating cash flow driver by mid-decade.</p><p>Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street&#39;s forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street&#39;s forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It&#39;s a screaming buy at these levels.</p><p><img src=\"https://static.tigerbbs.com/658dab36fafe7be882565f7cd199cc1b\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/></p><h2>Amazon</h2><p>Perhaps unsurprisingly, the second stock-split stock that&#39;s historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock <b>Amazon</b>.</p><p>Amazon rode Alphabet&#39;s coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.</p><p>Consistent with prevailing recessionary fears, Amazon&#39;s shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn&#39;t help that retail giant <b>Walmart</b> issued a profit warning following the closing bell on July 25.</p><p>But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won&#39;t tell you a lot about where this company is headed. If you really dig in and look at the big picture, you&#39;ll see a company where practically everything is going right, even in the wake of historically high inflation.</p><p>Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company&#39;s 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.</p><p>Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company&#39;s sales, it&#39;s the ancillary opportunities created from e-commerce, as well as Amazon&#39;s other operating segments, that are key to its success.</p><p>As an example, Amazon&#39;s online marketplace has helped the company sign up more than 200 million Prime members worldwide. That&#39;s tens of billions of dollars in annual fees the company collects from Prime, which it&#39;s able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.</p><p>The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company&#39;s operating cash flow can still soar. That&#39;s because it&#39;s generating considerably juicier operating margins from advertising, subscriptions, and cloud services.</p><p>Whereas Google Cloud chimes in as the world&#39;s No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon&#39;s net sales, it&#39;s consistently been the company&#39;s leading generator of operating income.</p><p>Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street&#39;s consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stock-Split Stocks That Are Historically Cheap and Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 08:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","AMZN":"亚马逊","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/07/28/2-stock-split-stocks-are-historically-cheap-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254034642","content_text":"It's been quite the year for Wall Street. The broad-based S&P 500 produced its worst first-half to a year in more than a half-century, while the growth stock-driven Nasdaq Composite tumbled by more than 30%. Consumers are dealing with historically high inflation (9.1% in June 2022), as well as the ripple effects on the energy supply chain of Ukraine war. To top things off, the COVID-19 pandemic is still ongoing and adversely impacting supply chains globally.Yet amid this chaos, investors have developed a case of stock-split euphoria. A stock split is a way for a publicly traded company to alter its share price and outstanding share count without having an effect on its market cap or operating performance. A forward stock split, which is what tends to get investors most excited, reduces the nominal share price of a stock and makes it more affordable for retail investors.Forward stock splits are almost always viewed as bullish events. The thinking here is that a company wouldn't need to split in the first place if it wasn't executing on its growth strategy and hadn't seen its share price rise as a result.But among this veritable sea of stock-split stocks in 2022 stands two widely held companies that are historically cheaper than they've ever been and are begging to be bought by patient investors.AlphabetWithout question, the no-brainer buy among this year's stock-split stocks is Alphabet, parent company of internet search engine Google and streaming platform YouTube.Alphabet actually kicked off stock-split mania by announcing in February that, with the approval of its shareholders, it would split its shares 20-for-1. The company ultimately gained the requisite approval of its shareholders and began trading at its post-split price on July 18.Like most FAANG stocks, Alphabet has been put through the wringer this year. There appears to be growing evidence that a recession is brewing or possibly already here. Since the lion's share of the company's sales is derived from advertising, and ad revenue is among the first things to be hit during a recession or economic contraction, there's genuine worry that Alphabet could be fighting an uphill battle in coming quarters.However, analyzing Alphabet's operating performance over one or two quarters isn't the correct approach. If investors widen the lens and take into account its numerous sustainable competitive advantages and long-winded growth opportunities, they'd likely realize it's one of Wall Street's top bargains.Take the company's foundational internet search engine segment as a perfect example. For the past two years, Google has practically been a monopoly. Data from GlobalStats shows that it's held between 91% and 93% of global internet search market share. This virtually insurmountable market share lead is what affords the company such impressive ad-pricing power. It also explains why Google has grown by a double-digit annual percentage (save for the initial stages of the COVID-19 pandemic) for two decades.There's also YouTube, which has blossomed into the second most-visited social media site on the planet (2.56 billion monthly active users). Although ad sales have slowed in recent quarters as recession worries mount, YouTube appears to be pacing close to $30 billion in annual ad sales. Additionally, don't overlook YouTube's premium subscriptions as a growth driver.But it's Alphabet's cloud service infrastructure segment, Google Cloud, which is most impressive. Google Cloud is the world's No. 3 cloud service provider by total revenue, and it's been consistently growing by 40% to 50% on an annual basis. Although it's a bottom-line drag for the moment as Alphabet invests aggressively in cloud, it could easily become the company's leading operating cash flow driver by mid-decade.Over the past five years, Alphabet has traded at an average of 26.4 times Wall Street's forward-year earnings forecast for the company, as well as 19.2 times cash flow. You can pick up shares of Alphabet right now for less than 17 times Wall Street's forecast earnings for 2023 and less than 9 times forecast cash flow for 2025. It's a screaming buy at these levels.AmazonPerhaps unsurprisingly, the second stock-split stock that's historically cheap and begging to be bought by opportunistic long-term investors is FAANG stock Amazon.Amazon rode Alphabet's coattails and announced its intention to conduct a 20-for-1 forward stock split in March. However, it beat Alphabet to the punch by gaining shareholder approval and executing its split on June 6.Consistent with prevailing recessionary fears, Amazon's shares have come under pressure in 2022. As a company that generates the bulk of its revenue from e-commerce sales, historically high inflation and a potential economic slowdown represent a worrisome combination. It also doesn't help that retail giant Walmart issued a profit warning following the closing bell on July 25.But just as with Alphabet, examining a one- or-two-quarter performance for Amazon won't tell you a lot about where this company is headed. If you really dig in and look at the big picture, you'll see a company where practically everything is going right, even in the wake of historically high inflation.Most people are familiar with Amazon because of its leading online marketplace. In March, eMarketer released a study estimating that Amazon would collect just shy of 40% of all online retail sales in the U.S. in 2022. By comparison, the company's 14 closest competitors are only expected to account for 31% of e-commerce sales in the U.S. on a combined basis.Yet retail sales are a capital-intensive and generally low-margin segment for Amazon. Though e-commerce is responsible for most of the company's sales, it's the ancillary opportunities created from e-commerce, as well as Amazon's other operating segments, that are key to its success.As an example, Amazon's online marketplace has helped the company sign up more than 200 million Prime members worldwide. That's tens of billions of dollars in annual fees the company collects from Prime, which it's able to use to support its vast logistics network, undercut brick-and-mortar retailers on price, or perhaps reinvest in other high-growth initiatives.The fascinating aspect about Amazon is that its leading online retail segment could generate no growth or modestly negative growth, and the company's operating cash flow can still soar. That's because it's generating considerably juicier operating margins from advertising, subscriptions, and cloud services.Whereas Google Cloud chimes in as the world's No. 3 cloud-service provider with 8% share, Amazon Web Services (AWS) accounted for 33% of global cloud service sales in the first quarter, according to Canalys. AWS has been growing by 30% to 40% annually. Even though AWS only accounts for roughly an eighth of Amazon's net sales, it's consistently been the company's leading generator of operating income.Over the trailing five-year period, Amazon has averaged a multiple of 31.1 times its operating cash flow. This is a premium that Wall Street and investors have been comfortable paying for shares of Amazon since 2010. Yet based on Wall Street's consensus, Amazon could more than triple its cash flow by 2025 (relative to 2021), and it would be valued at a multiple of 8.6 times cash flow. That makes it historically cheap and an ideal stock-split stock for long-term investors to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903785619,"gmtCreate":1659074798231,"gmtModify":1676536254661,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Future&nbsp;","listText":"Future&nbsp;","text":"Future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903785619","repostId":"2255049253","repostType":4,"repost":{"id":"2255049253","pubTimestamp":1659071346,"share":"https://www.laohu8.com/m/news/2255049253?lang=&edition=full","pubTime":"2022-07-29 13:09","market":"us","language":"en","title":"Nvidia Is The Stock Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=2255049253","media":"Seekingalpha","summary":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very we","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.</li><li>The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.</li><li>The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.</li><li>An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.</li><li>Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45382bae67c1696728f5b139f6662a9a\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>Tony Studio</span></p><p><b>Investment thesis</b></p><p>NVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore&#39;s Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock&#39;s fair value at $220, with a 23.67% upside potential from its last closing price.</p><p><b>A quick look at NVIDIA</b></p><p>NVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA&#39;s systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers&#39; attributable revenue are Taiwan, followed by China and the United States.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53bf9f09f95be892ef815764761d4118\" tg-width=\"640\" tg-height=\"143\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>The company&#39;s success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/926f740c0e0cc32585d53c3f9ebc5fa9\" tg-width=\"640\" tg-height=\"317\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Data centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c71ecbcf50cc7551863aed4b50d8181\" tg-width=\"640\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>Professional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b9467c8b1964775ca928ddb69fa8740\" tg-width=\"640\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>While the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/361dff46d3eed1ddc8ad1c834ddb53b5\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p><b>The end of Moore&#39;s Law</b></p><p>In 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore&#39;s law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore&#39;s law.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3656b4cf6257d3f91425b709ee27307c\" tg-width=\"640\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/><span>NVIDIA</span></p><p>In 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore&#39;s law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.</p><p><b>Future growth drivers</b></p><p>With its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore&#39;s Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.</p><p>NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel&#39;s Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.</p><p><b>What&#39;s up next for NVIDIA?</b></p><p>Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.</p><p>Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company&#39;s revenue mix.</p><p>What excites me the most in NVIDIA&#39;s near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA&#39;s Omniverse may be an element in the company&#39;s product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company&#39;s universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA&#39;s platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA&#39;s AI ecosystem in the industrial automation that is built using Siemens&#39; mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world&#39;s largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.</p><p><b>An insight into the industry</b></p><p>The company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc79f06ee66f1982c0b6883bf9729623\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>In terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers&#39; average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA&#39;s large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor&#39;s point of view.</p><p>Investments in Research and Development (R&amp;D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.</p><p>Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/390f29ffddfa6ff3870674b7215dc491\" tg-width=\"640\" tg-height=\"198\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>NVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&amp;P500 in the last two years while showing some sporadic periods of relative weakness during 2019.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf5c93f3da5f8d97db283ac52f0d0a0\" tg-width=\"640\" tg-height=\"200\" referrerpolicy=\"no-referrer\"/><span>Author, using SeekingAlpha.com</span></p><p>Although history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company&#39;s strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.</p><p><b>Valuation</b></p><p>To determine the actual fair value for NVIDIA&#39;s stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4007f07f86c53ae0c8ebcf85f7f44b82\" tg-width=\"640\" tg-height=\"398\" referrerpolicy=\"no-referrer\"/><span>Author, using data from S&amp;P Capital IQ</span></p><p>The valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/062d32d9ae9230fe2d5c01f1ba29e269\" tg-width=\"580\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p>I compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.</p><p><b>Risk discussion</b></p><p>NVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company&#39;s strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company&#39;s sales could further be negatively affected. NVIDIA doesn&#39;t own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.</p><p><b>Market timing</b></p><p>The stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It&#39;s important to note that the stock hasn&#39;t broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd48228dc6ed359da7eb2137bd87cb3a\" tg-width=\"640\" tg-height=\"458\" referrerpolicy=\"no-referrer\"/><span>Author, using TradingView</span></p><p>NVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.</p><p><b>The bottom line</b></p><p>Investing in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Is The Stock Every Investor Should Consider</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Is The Stock Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 13:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88%...</p>\n\n<a href=\"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4527135-nvidia-stock-every-investor-should-consider","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2255049253","content_text":"SummaryNVIDIA has built a remarkably robust moat with an extraordinary ROIC of 61.83% and is very well positioned in strong secular growth trends.The street consensus anticipates 19.52% FCF and 21.88% EBIT CAGR over the next 5 years.The company is leading the Post-Moore’s Law Era and successfully implementing its three-chip strategy.An advantageous risk-reward profile is limiting the downside while my valuation model prices the stock at $220 with a 23.67% upside potential.Although NVIDIA is a stock with great potential, investors should consider the general market trend as higher volatility and increased interest rates can significantly impact the stock’s price performance.Tony StudioInvestment thesisNVIDIA is aggressively penetrating the market of data centers and cloud computing while leveraging its leadership in the dGPU segment. The company has demonstrated in the past to be highly innovative and a pioneer in the semiconductorindustry, and is now doubling down with its own revolutionary accelerated computing solutions to challenge the end of Moore's Law Era. NVIDIA is also entering the CPU market segment with its Arm-based superchip Grace and is strongly positioned in multiple future-oriented secular growth drivers. The company will likely continue to shape the standards in graphics, High-Performance Computing, and AI, and can count on a very strong moat and an extraordinary high capital efficiency. My rather conservative valuation model prices the stock's fair value at $220, with a 23.67% upside potential from its last closing price.A quick look at NVIDIANVIDIA Corporation (NASDAQ:NVDA) is an American company that invented the Graphics Processing Unit (GPU) in 1999 and paved the way for growth in the PC gaming market. Today, NVIDIA's systems are installed in several hundred million computers, are available in every cloud, power 355 of the TOP500 supercomputers, and are now set for accelerating the development of modern Artificial Intelligence (AI), the next era of computing. The company evolved from a chip vendor to a computing platform and operates through two business segments, Graphics, and Compute and Networking. In its Graphics segment, NVIDIA offers GPUs under the brands GeForce, Quadro/NVIDIA RTX for PCs, game consoles, video game streaming platforms, enterprise workstations, vGPU software for cloud-based visual and virtual computing, GeForce NOW game streaming service and infrastructure, laptops, desktops, gaming computers, and peripherals, as well as the Omniverse real-time graphics collaboration platform for building 3D designs and virtual worlds. Through its Compute and Networking segment, the company provides systems for AI platforms and solutions, High-Performance Computing (HPC) and accelerated computing, data center platforms and networking solutions; platforms and solutions for autonomous and intelligent vehicles, cryptocurrency mining processors, embedded computer boards for robotics, and solutions for enterprise artificial intelligence infrastructure. The company was founded in 1993, is headquartered in Santa Clara, California, and employs over 23,700 employees worldwide. Its most important geographical regions by its customers' attributable revenue are Taiwan, followed by China and the United States.AuthorThe company's success relies on multiple secular growth drivers with gaming being the most important with 46% of the revenue in the past year and a 25% Compound Annual Growth Rate (CAGR) over 5 years. NVIDIA counts more than 200M gamers using its GeForce technology and is the global leader for Discrete Graphics Processing Units (dGPU) with a market share of 78% in Q1 2022, followed by Advanced Micro Devices, Inc. (AMD) with a market share of 17%.NVIDIAData centers are the second most important growth driver and also the fastest growing, with 66% CAGR and 40% of the revenue in FY22, NVIDIA is a leader in supercomputing, deep learning, and AI platforms and solutions.NVIDIAProfessional visualization and Automotive are two other growth drivers for the company, with respectively $2.1B and $566M revenue in the last year, and a 5-year CAGR of 20% and 3%.NVIDIAWhile the Automotive market is still relatively small for NVIDIA, the company reported over $11B in design wins in its pipeline and offers complete hardware and software solutions for autonomous vehicles, a segment that will likely grow much faster in the coming years.NVIDIAThe end of Moore's LawIn 1965, Gordon Moore, co-founder of Intel Corporation (INTC), affirmed that, due to the shrinking size of transistors to the nanoscale, the number on a microchip doubles about every year, while the cost of computers is halved. After 1975, the estimate changed to a doubling of transistors about every two years. While more transistors result in more powerful chips, over the past 50 years, engineers were able to systematically develop more efficient and miniaturized chips and systems with higher computational capacity, in line with Moore's law predictions. However, chip manufacturing companies like Intel, began to delay their rollout of smaller transistors, and industry leaders are suggesting that physics and engineering capabilities have been pushed to their limits, and despite computational abilities have reached unprecedented levels even in nanotechnologies, wearables, and Internet of Things (IOT) devices, systems may have reached their limits in transistor capacity and power, hence, setting an end to Moore's law.NVIDIAIn 2006, NVIDIA introduced GPU-accelerated computing through its Compute Unified Device Architecture-enabled (CUDA) GPUs and challenged the limits of Moore's law. This revolutionary approach uses parallel processing to speed up computational tasks on demanding applications, such as AI, data analytics, simulations, and visualizations. Although some open-source alternatives exist on the market, competitors introduced their parallel computing approach, and graphics processing units from NVIDIA are sometimes seen as hard to program, NVIDIA is the market leader in the accelerated computing industry.Future growth driversWith its three-chip strategy, NVIDIA is likely one of the best-positioned semiconductor companies for the post-Moore's Law era. The GPU market was valued at $23.90B in 2021, and it is expected to reach a value of $130.02B by 2027, with a forecasted CAGR of 32.70%. The global data center accelerator market was valued at $13.7B in 2021 and is forecasted to grow at 31.06% CAGR through 2027 and reach a size of $69.44B. The global data center chip market reached a value of $9.56B in 2021 and is expected to grow at 6.70% CAGR through 2027, reaching a value of $14.11B. The industry is experiencing a series of consolidations in the building battle for data center chips, with AMD recently finalizing the acquisition of Xilinx, announcing the acquisition of Pensando Systems, and the failed attempt of NVIDIA to acquire Arm Holdings for $66B, which is still owned by SoftBank Group (OTCPK:SFTBY). NVIDIA has 20 years of architectural license from Arm, which grants the company to focus on its three-chip strategy involving Central Processing Units (CPU), GPUs, and Data Processing Units (DPU). The latter is the third component in modern data centers capable of parsing, processing and efficiently transferring data to GPUs or CPUs, and delivers functionalities that will define the next generation of cloud-scale computing.NVIDIA unveiled its own 144-core CPU superchip, named after US computing pioneer Grace Hopper, based on Arm-architecture, which it claims to be two times faster and 2.3 times more efficient than Intel's Ice Lake Xeon Platinum 8360Y processor. The company announced some world-leading computer makers such as Dell Technologies (DELL), Hewlett Packard (HPE), Lenovo (OTCPK:LNVGY), Atos (OTCPK:AEXAF), Gigabyte (ticker 2763 in Taiwan) among the early adopters of its superchip. While Intel almost controlled the entire server industry in the past and is still the leader in server chip shipments, its market share has recently shifted towards competitor AMD, which aggressively invested in that industry. NVIDIA is strongly positioned to capture a significant market share in the data center CPU market and has the advantage to offer a robust and complete platform of products and services, supported by its unrivaled leadership in GPUs.What's up next for NVIDIA?Despite the gaming industry losing steam in the last few quarters, I see this trend likely to turn as soon as people will come back from the summer holidays and consumer spending will be channeled away from traveling, towards products and services consumed at home. The personal consumption expenditure excluding food and energy for people living in the United States is still at high levels, and despite a pullback in Q3 2021, it successively gained positive momentum. NVIDIA is expected to release its GeForce RTX 40 series this fall, with rumored twice the performance of its predecessor, although the company could postpone the availability of its latest GPU, as the market is currently experiencing a flood of used GeForce RTX 30 series GPUs, previously mostly used for cryptocurrency mining.Global bottlenecks in the supply chain, increased air- and ship-freight costs, inflationary pressure on rare earth and metals, and shortages of neon gas, an inevitable component in the manufacture of semiconductors, are some of the causes of the ongoing global chip shortage. A perfect storm for chipmakers. But is that all bad news for NVIDIA? As I will show in the next section, the company has very strong pricing power, and because of the global chip shortage, some customers are ready to pay more to secure important components for their products. For the same amount of chips used e.g. in a laptop or a personal computer, in times of sourcing deficiency, a carmaker is likely willing to pay more, since its revenue is proportionally also much larger. Although the automotive industry is still a smaller market for NVIDIA, the huge increase in design wins in its pipeline is a strong sign that this industry will likely become much more important for the company in the coming years and the diversification will positively impact the company's revenue mix.What excites me the most in NVIDIA's near and mid-term future is their potential in the data center industry, and in particular cloud-computing data centers, AI factories or data centers that fuel massive amounts of data to train AI models, data centers for industrial robotics and automation, edge data centers, and supercomputing data centers. Driven by the rise of remote work and learning, the fast expansion of data-intense technologies such as IoT, Machine Learning (ML), AI, blockchain, and decentralized technologies, the digitalization of business processes and the industrial digitalization as well as, the faster adoption of digital technologies by Small and Medium-size Enterprises (SME), the global data center market is forecasted to grow at 10.50% CAGR, and seen valued at $517B by 2030. The often-disregarded acquisition of Mellanox will grant NVIDIA additional market shares in this fast-growing market by supporting accelerated networking and data transfer solutions. NVIDIA's Omniverse may be an element in the company's product portfolio that is still quite difficult to frame in terms of its potential but is likely to be a driving force in the company's universe. The latest announcement of Siemens (OTCPK:SIEGY) committing to NVIDIA's platform and even expanding its partnership by connecting their Siemens Xcelerator platform, to enable the industrial metaverse and increase the impact of NVIDIA's AI ecosystem in the industrial automation that is built using Siemens' mechanical, electrical, software, IoT and edge solutions, is underscoring its importance. Meta Platforms (META), which is building the world's largest AI supercomputer to power the Metaverse, and sources its chips from NVIDIA and AMD, could dramatically increase its investment in GPUs, as it faces strong competition from rival TikTok. And Meta is by far not the only customer who will have to increase its computing power, as NVIDIA powers over 70% of the top 500 supercomputers worldwide. AI-driven cybersecurity in edge data centers is another potential near-term growth catalyst for NVIDIA, with its BlueField-2 DPU real-time telemetry, and NVIDIA GPU-powered Morpheus cybersecurity framework. The average cost per data breach increased from $4.24M in 2021 to $4.35M in 2022 and security AI is reportedly providing the biggest cost mitigation, with on average $3.05M fewer expenses per data breach, for companies that fully deploy AI cybersecurity.An insight into the industryThe company reported an increasing gross margin, accelerating from 27.06% CAGR over the past 5 years to 41.75% CAGR over the past 3 years and standing at 65.30% Trailing Twelve Months (TTM), outperforming the average gross margin of the analyzed peer which stands at 58.14%. While Broadcom (AVGO) reported the highest gross margin, NVIDIA and AMD could achieve the highest growth rates during the last years. In terms of operating profitability, NVIDIA reported a significant improvement of 28.64% CAGR over the past 5 years, growing 58.38% CAGR over the past 3 years, and establishing its margin at 38.27% TTM. Only AMD recorded an even greater acceleration of its operating margin over the last 5-3 years, with respectively 98.73% and 84.10% CAGR, although its margin stands at only 20.86% TTM.AuthorIn terms of capital allocation efficiency, NVIDIA is by far reporting the best performance among its peers, with a stellar Return on Invested Capital (ROIC) of 61.83% in the past 12 months, while the peers' average stood at 10.24%. I consider this metric to be a very important element when pondering an investment decision, a company must be able to consistently create value to be a sustainable investment. Nevertheless, outperforming the peer group, NVIDIA's large spread between its Return on Capital Employed (ROCE) and its ROIC, indicates that despite the highly efficient core business, the actual returns to investors are lower because of the significant idling cash position. NVIDIA reported over $20.33B in cash and short-term investments, resulting in a large negative net debt position. NVIDIA could improve even its capital efficiency, which is very promising from an investor's point of view.Investments in Research and Development (R&D) are of primary importance for companies in the semiconductor and technology industry, NVIDIA is spending a relatively fair amount of 19.41% when compared to the average of its competitors, hovering around 21% on average in the past 6 years. The company reported relatively low leverage of 0.93, only AMD reported an even more conservative leverage ratio, while Broadcom and smaller competitor Marvell Technology (MRVL) recorded the highest debt exposure, but compared to its competitors, Broadcom has a very cash-rich business with by far the highest metric in terms of cash flow per share.Considering the stock performance of the past 5 years, NVIDIA performed better than most of the analyzed peers, with only AMD performing even better. Without surprise, Intel is the worst performer in the group, while also Broadcom and Analog Devices (ADI) are underperforming the group for a considerable time.Author, using SeekingAlpha.comNVIDIA outperformed significantly the VanEck Vectors Semiconductor ETF (SMH), as well as both the QQQ (QQQ) and the S&P500 in the last two years while showing some sporadic periods of relative weakness during 2019.Author, using SeekingAlpha.comAlthough history is not a guarantee for future performance, NVIDIA has demonstrated to be highly innovative and a significant industry leader for many years. The company's strong positioning in secular growth markets, its relative strength compared to its reference indexes and peers, as well as its highly efficient capital allocation, are just some of the elements suggesting that the company is looking towards a very promising future, by likely outperforming its peers and the market, with high potential returns for investors.ValuationTo determine the actual fair value for NVIDIA's stock price, I rely on the following Discounted Cash Flow (DCF) model, which extends over a forecast period of 5 years with 3 different sets of assumptions ranging from a more conservative to a more optimistic scenario, based on the metrics determining the Weighted Average Cost of Capital (WACC) and the terminal value. As forecasted by the street consensus, the company is anticipated to generate a consistent, solid 19.52% Free Cash Flow (FCF) CAGR over the coming 5 years, with substantially increased net profitability at 20.27% CAGR, while its revenue is forecasted to grow slightly slower, at 16.01% CAGR.Author, using data from S&P Capital IQThe valuation takes into account a tighter monetary policy, which will undeniably be a reality in many economies worldwide in the coming years and lead to a higher weighted average cost of capital.AuthorI compute my opinion in terms of likelihood for the three different scenarios, and I, therefore, consider the stock to be considerably undervalued with a weighted average price target with 23.67% upside potential at $220. Investors should consider that those forecasts are based on relatively higher discount rates and the recent trend in increased interest rates, which reflects the actual situation and forecast possible scenarios. An inversion of this trend would change this perspective and value the company at a higher price.Risk discussionNVIDIA faces strong competition from well-established and innovative companies with partially strong growth and market position. Despite Intel never confirming itself in the dGPU market segment, the company is the leading GPU maker with about 60% market share thanks to its integrated Graphics Processing Units (iGPU), followed by NVIDIA and AMD with respectively 21% and 19%. Intel can also leverage its strong and broad market positioning in server chips, and its historically tight relationships with major companies worldwide, while its recent delays in delivering its newest technology and somehow the lack of revolutionary innovation, give more chances to its competitors to establish themselves and gain market shares. Apple has demonstrated the ability to develop superior chips, and despite the company seems not planning to sell its chips to other manufacturers, this has never been officially confirmed and could change the company's strategy could change in the future. NVIDIA has directly profited from the huge increase in popularity of cryptocurrencies in the past years, as its GPU are largely used in the mining process; the whole market being in an apparent longer crypto-winter without any significant sign of recovery, the company's sales could further be negatively affected. NVIDIA doesn't own or operate a wafer manufacturing facility, and its dependency on third-party foundries located outside of the United States, like Taiwan Semiconductor Manufacturing Company (TSM), exposes the company to substantial risks in terms of pricing, politics, and manufacturing capacities. The Covid-19 pandemic has significantly impacted the whole industry and NVIDIA is no exception, as its workforce and operations and those of its customers, partners, and suppliers continue to be impacted, causing supply chain bottlenecks, and increased pricing pressure and delays.Market timingThe stock reached its ATH (All-Time-High) at $346.47 on November 22, 2021, after a long rally since the Covid-19 pandemic low at $45.17 on March 18, 2020. The stock successively retraced a significant part of its previous gains, by mostly underperforming the NASDAQ Composite, while many companies in the technology sector lost massively in value since the beginning of 2022. From a technical analysis point of view, the stock recently rebounded significantly at $140.55, by overcoming the most important short-term resistances and confirming its price level over the EMA50 with increasing volume. A great moment for swing and momentum traders. The stock successively tested the EMA50 on its last trading day in the past week, and the next market sessions will show if the EMA50 will act as a support or if the stock will retrace further its gains and continue its medium-term downtrend. It's important to note that the stock hasn't broken the EMA50 since its last short-term rally in March 2022. Despite this recent encouraging movement, in my opinion, the stock is now set for some consolidation, while it could also reach its next resistance levels at $189.15. A breakout over that level would need even more resilience in the momentum, the stock could then head towards its EMA200, which is now at $204.13.Author, using TradingViewNVIDIA can count on significant institutional support among its shareholders, with 64.78% of the outstanding shares owned by institutions, a relatively low short interest of only 1.37%, and less than one day to cover. The street consensus given by 42 analysts prices the share on average at $236.08 with a buy rating, with the lowest estimation at $130 and the highest at $400. The Seeking Alpha Quant Rating instead qualifies the stock consistently as a hold position.The bottom lineInvesting in a technology company can be associated with a higher risk profile. While not always companies in this sector have a strong moat as NVIDIA has built over the past years, the stock price may be subject to higher volatility. The recent announcement of the US Senate accepting the $52B CHIPS act to support its domestic semiconductor production, is a clear sign of how important this sector is and will be in the future, where AI, HPC, data centers, and cloud computing will play an even more significant role. NVIDIA is historically a company that revolutionized the semiconductor market with its technology and is set to continue to be a leader in its established market segments and significantly grow in all its secular growth vectors. I like to define NVIDIA as the type of stock that every investor would like to own in its portfolio, and the actual market correction could be a good moment for considering a position in this company. The actual upside potential of 23.67%, pricing the stock at $220 based on my rather conservative valuation model, is motivating me enough to rank it as a buy, but I am aware of the downside risk and would in any case, as I always do set an appropriate stop-loss, based on my contingency plan.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903785135,"gmtCreate":1659074786827,"gmtModify":1676536254661,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903785135","repostId":"2254341339","repostType":4,"repost":{"id":"2254341339","pubTimestamp":1659066644,"share":"https://www.laohu8.com/m/news/2254341339?lang=&edition=full","pubTime":"2022-07-29 11:50","market":"us","language":"en","title":"5 Monster Growth Stocks Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254341339","media":"Motley Fool","summary":"Growth stocks won't be out of favor forever, and these companies could lead the comeback when it begins.","content":"<html><head></head><body><p>Make no mistake -- it&#39;s been a tough year for growth stocks. The growth-heavy <b>Nasdaq</b> <b>Composite</b> <b>Index</b> is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their all-time highs.</p><p>That said, growth stocks won&#39;t be out of favor forever. And when they start roaring back to life, investors will want to own the best names.</p><p>I see these five growth stocks as solid candidates to lead this now-out-of-favor group back to its former heights.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Most of us became acquainted with  <b>Zoom Video Communications</b> during the pandemic as all manner of interactions shifted from in-person to online. However, Zoom isn&#39;t simply a pandemic one-hit-wonder. It&#39;s profitable and generated $1.5 billion in free cash flow over the last 12 months. It even boasts a solid return on equity of 24.5%.</p><p>What&#39;s more, analysts expect Zoom to grow steadily over the next two years. Consensus estimates are for the company to increase revenues by between 11% and 13%. That&#39;s a far cry from the more than 300% revenue growth the company delivered in 2020 and 2021, but those rates were never sustainable for the long term.</p><p>Trading at a price-to-earnings ratio of 25.8, Zoom is the cheapest it&#39;s been in years. Investors should take notice.</p><h2>Spotify Technology</h2><p>The number of monthly active users of <b>Spotify Technology</b>&#39;s audio streaming service grew 19% year over year in the first quarter to 428 million. Premium subscriptions totaled 182 million, up 15%.</p><p>Despite that solid growth in its key metrics, its shares are down 52% year to date amid the tech sector rout. In Spotify&#39;s case, the selloff seems overdone, and Chief Executive Officer Daniel Ek must agree: He bought $50 million worth of Spotify shares in May. Needless to say, he&#39;ll be motivated to deliver a solid quarter when the company reports earnings on Wednesday.</p><h2>Tesla</h2><p><b>Tesla</b> certainly meets the definition of a monster growth stock. Despite supply chain challenges, it continues to ramp up its electric vehicle (EV) production, boosting its revenue and earnings.</p><p>Tesla reported another solid quarter last week. Revenue in Q2 surged 42% year over year to $16.9 billion, though that was slightly below estimates. However, its adjusted earnings per share of $2.27 beat the consensus expectation of $1.81.</p><h2>Lululemon Athletica</h2><p>Most consumers know <b>Lululemon Athletica</b> for its premium yoga apparel, but the retailer&#39;s diversifying its product offerings. It expanded into the footwear category in its most recent quarter with the launch of its Blissfeel running shoe. Its men&#39;s apparel segment registered a three-year compound annual growth rate of 30%, outpacing the women&#39;s apparel segment, which grew at a 24% clip.</p><p>Its revenue growth indicates that Lululemon continues to find new customers, and its impressive 38% return on equity and 21.6% operating margin give me confidence in management.</p><h2>Duolingo</h2><p><b>Duolingo</b> helps people of all ages learn new languages by utilizing gamification -- making the daunting task easier by dividing it into small, manageable, and fun levels. Along the way, users of the app are rewarded with shareable badges to show off their progress.</p><p>With a market cap of only $3.7 billion, Duolingo is relatively small, and its focus at this stage is still on growing its user base and revenue. As of the end of Q1 (its most recently reported quarter), Duolingo had 49.2 million monthly active users and 2.9 million paid subscribers.</p><p>The company generated $276 million in revenue over the last four reported quarters and is growing revenue by 47% year over year. What&#39;s more, analysts expect its revenue to grow by 41% in 2022 and 27% next year.</p><p>It&#39;s not for the faint of heart, but Duolingo is a name investors should keep in mind when looking for a long-term growth stock to add to their portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Monster Growth Stocks Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Monster Growth Stocks Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Make no mistake -- it's been a tough year for growth stocks. The growth-heavy Nasdaq Composite Index is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","TSLA":"特斯拉","ZM":"Zoom","SPOT":"Spotify Technology S.A."},"source_url":"https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254341339","content_text":"Make no mistake -- it's been a tough year for growth stocks. The growth-heavy Nasdaq Composite Index is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their all-time highs.That said, growth stocks won't be out of favor forever. And when they start roaring back to life, investors will want to own the best names.I see these five growth stocks as solid candidates to lead this now-out-of-favor group back to its former heights.Zoom Video CommunicationsMost of us became acquainted with  Zoom Video Communications during the pandemic as all manner of interactions shifted from in-person to online. However, Zoom isn't simply a pandemic one-hit-wonder. It's profitable and generated $1.5 billion in free cash flow over the last 12 months. It even boasts a solid return on equity of 24.5%.What's more, analysts expect Zoom to grow steadily over the next two years. Consensus estimates are for the company to increase revenues by between 11% and 13%. That's a far cry from the more than 300% revenue growth the company delivered in 2020 and 2021, but those rates were never sustainable for the long term.Trading at a price-to-earnings ratio of 25.8, Zoom is the cheapest it's been in years. Investors should take notice.Spotify TechnologyThe number of monthly active users of Spotify Technology's audio streaming service grew 19% year over year in the first quarter to 428 million. Premium subscriptions totaled 182 million, up 15%.Despite that solid growth in its key metrics, its shares are down 52% year to date amid the tech sector rout. In Spotify's case, the selloff seems overdone, and Chief Executive Officer Daniel Ek must agree: He bought $50 million worth of Spotify shares in May. Needless to say, he'll be motivated to deliver a solid quarter when the company reports earnings on Wednesday.TeslaTesla certainly meets the definition of a monster growth stock. Despite supply chain challenges, it continues to ramp up its electric vehicle (EV) production, boosting its revenue and earnings.Tesla reported another solid quarter last week. Revenue in Q2 surged 42% year over year to $16.9 billion, though that was slightly below estimates. However, its adjusted earnings per share of $2.27 beat the consensus expectation of $1.81.Lululemon AthleticaMost consumers know Lululemon Athletica for its premium yoga apparel, but the retailer's diversifying its product offerings. It expanded into the footwear category in its most recent quarter with the launch of its Blissfeel running shoe. Its men's apparel segment registered a three-year compound annual growth rate of 30%, outpacing the women's apparel segment, which grew at a 24% clip.Its revenue growth indicates that Lululemon continues to find new customers, and its impressive 38% return on equity and 21.6% operating margin give me confidence in management.DuolingoDuolingo helps people of all ages learn new languages by utilizing gamification -- making the daunting task easier by dividing it into small, manageable, and fun levels. Along the way, users of the app are rewarded with shareable badges to show off their progress.With a market cap of only $3.7 billion, Duolingo is relatively small, and its focus at this stage is still on growing its user base and revenue. As of the end of Q1 (its most recently reported quarter), Duolingo had 49.2 million monthly active users and 2.9 million paid subscribers.The company generated $276 million in revenue over the last four reported quarters and is growing revenue by 47% year over year. What's more, analysts expect its revenue to grow by 41% in 2022 and 27% next year.It's not for the faint of heart, but Duolingo is a name investors should keep in mind when looking for a long-term growth stock to add to their portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075997260,"gmtCreate":1658123371250,"gmtModify":1676536109167,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Can buy&nbsp;","listText":"Can buy&nbsp;","text":"Can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075997260","repostId":"1140284545","repostType":4,"repost":{"id":"1140284545","pubTimestamp":1658123135,"share":"https://www.laohu8.com/m/news/1140284545?lang=&edition=full","pubTime":"2022-07-18 13:45","market":"us","language":"en","title":"Shopify Poised to Meet Expectations, Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1140284545","media":"TipRanks","summary":"Story HighlightsShopify is expected to announce its Q2 results on July 27. Top-rated analyst Darren ","content":"<div>\n<p>Story HighlightsShopify is expected to announce its Q2 results on July 27. Top-rated analyst Darren Aftahi believes that the company’s topline results will largely be in line. Let us look at the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-poised-to-meet-expectations-says-analyst/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Poised to Meet Expectations, Says Analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Poised to Meet Expectations, Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 13:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/shopify-poised-to-meet-expectations-says-analyst/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsShopify is expected to announce its Q2 results on July 27. Top-rated analyst Darren Aftahi believes that the company’s topline results will largely be in line. Let us look at the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-poised-to-meet-expectations-says-analyst/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.tipranks.com/news/article/shopify-poised-to-meet-expectations-says-analyst/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140284545","content_text":"Story HighlightsShopify is expected to announce its Q2 results on July 27. Top-rated analyst Darren Aftahi believes that the company’s topline results will largely be in line. Let us look at the analyst’s reasoning behind this belief even as SHOP’s shares have tanked 77.5% this year.Shares of Shopify (NYSE: SHOP) have cratered 77.5% this year amid the broader market sell-off. Investors have been concerned about Shopify’s slowing growth rates and profitability, as well as its ability to navigate tough market conditions in the days ahead.However, Roth Capital Partners analyst Darren Aftahi continues to believe that SHOP’s topline results could very well meet expectations. Let us look at the reasoning behind the analyst’s expectation.The analyst recently did a channel check for SHOP where he surveyed merchants on SHOP throughout June and early July for second quarter trends.A Slowdown in Business for SHOP MerchantsShopify’s e-commerce platform helps merchants sell their products and offers tools that enable them to grow and manage their businesses.Analyst Aftahi’s survey indicated that merchants on Shopify saw their businesses grow by 23% year-over-year versus last quarter’s survey for 1Q22, which indicated a growth of 27% year-over-year – a deceleration in growth.The analyst is of the view that even with soaring inflation, Shopify is “likely the best-positioned e-commerce/retailer in the space due to its multi-prong approach with both online and in-store applications serving businesses of all sizes, especially with the growth of its Plus network.”Consumption Pullback Likely to Lower SHOP’s Growth OutlookAftahi believes that if retail spending and consumption continue to slow down as a result of inflationary pressures, it could lead to “a lower outlook for growth.”However, the analyst believes that even if such a deceleration happens, it is likely to be offset by SHOP’s expansion in international markets, which according to Aftahi, has yet to feature “ancillary services, acting as lower hanging fruit that could keep SHOP’s topline growth near or above 20% y/y in FY23.”Moreover, Aftahi pointed out that while SHOP’s heavy investments in research and development, data, and marketing were compressing operating margins, “we believe the potential risk of earnings compression is limited as our model already considers similar investment trends in FY23, and any upside from a more normalized spend rate (sub 50% OpEx as a % of revenue) would likely see FY22 be a trough in terms of losses.”Indeed, in Q1, SHOP’s adjusted operating income came in at $31.9 million versus $210.8 million in the same period a year ago as the company “bolstered our R&D, data and sales teams and stepped up performance marketing in both North America and internationally.”SHOP Benefits from Deliverr AcquisitionAnalyst Aftahi also sees the $2.1 billion Deliverr acquisition as a success. Deliverr, founded in 2017, is a fulfillment technology provider.The analyst believes that this acquisition is likely to strengthen Shopify’s “logistics, fulfillment, and warehousing capabilities for merchants as it looks to offer a full suite of logistic services to merchants.”Analyst Aftahi, however, remains sidelined on the stock with a Hold rating and a price target of $40 on the stock. The analyst’s price target implies an upside potential of 30.4% at current levels.Overall, Wall Street analysts are cautiously optimistic about Shopify with a Moderate Buy consensus rating based on 12 Buys, 14 Holds, and two Sells. The average Shopify price target of $72.62 implies an upside potential of 136.8% at current levels.ConclusionWhile analyst Aftahi is optimistic about SHOP’s topline results, it is still unclear how much the rising inflation will affect SHOP’s Q2 results.Interestingly, investors continue to be very positive about the stock as indicated by the TipRanks Crowd Wisdom tool. This tool indicates that top investors on TipRanks have increased their holding of Shopify stock by 13% in the past 30 days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":274837866836184,"gmtCreate":1708137038816,"gmtModify":1708137043649,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Happy trading using Tiger Trade App","listText":"Happy trading using Tiger Trade App","text":"Happy trading using Tiger Trade App","images":[{"img":"https://community-static.tradeup.com/news/9a77fe8357dfda78d69ff8f8fadb5c71"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274837866836184","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":274836159602912,"gmtCreate":1708136465476,"gmtModify":1708136469999,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"2024 is a good start as made some profit and hope will continue","listText":"2024 is a good start as made some profit and hope will continue","text":"2024 is a good start as made some profit and hope will continue","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274836159602912","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960855884,"gmtCreate":1668128752148,"gmtModify":1676538016992,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Upstrend can continue ?&nbsp;","listText":"Upstrend can continue ?&nbsp;","text":"Upstrend can continue ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960855884","repostId":"2282143862","repostType":4,"repost":{"id":"2282143862","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668126446,"share":"https://www.laohu8.com/m/news/2282143862?lang=&edition=full","pubTime":"2022-11-11 08:27","market":"us","language":"en","title":"Wall Street Ends Sharply Higher on Sign of Cooling Inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2282143862","media":"Reuters","summary":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* E","content":"<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Sharply Higher on Sign of Cooling Inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Sharply Higher on Sign of Cooling Inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-11 08:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. consumer prices increase less than expected in Oct</p><p>* Traders expect 50 bps rate hike in Dec</p><p>* EV maker Rivian gains on strong demand, outlook</p><p>* Indexes end: S&amp;P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%</p><p><img src=\"https://static.tigerbbs.com/f0f996b5037282c993b6fcc9cb2b0181\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Nov 10 (Reuters) - The S&amp;P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.</p><p>Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.</p><p>One-time Wall Street darlings tarnished in 2022&#39;s bear market were among Thursday&#39;s strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.</p><p>The Labor Department&#39;s data showed the annual CPI number below 8% for the first time in eight months.</p><p>&#34;This is a big deal,&#34; said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. &#34;We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.&#34;</p><p>Growing recession worries have hammered Wall Street this year. The S&amp;P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.</p><p>The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.</p><p>San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.</p><p>Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26cc495baa1612e31596cfe111710352\" tg-width=\"900\" tg-height=\"700\" referrerpolicy=\"no-referrer\"/><span>S&amp;P 500&#39;s busiest trades</span></p><p>The S&amp;P 500 climbed 5.54% to end the session at 3,956.31 points.</p><p>The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.</p><p>All 11 S&amp;P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.</p><p>The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.</p><p>The CBOE volatility index (VIX), also known as Wall Street&#39;s fear gauge, fell to a near two-month low of about 23 points.</p><p>Some investors urged caution that Thursday&#39;s rally may be overdone.</p><p>&#34;The market is - as it has been a few times this year - very eager to trade a &#39;Fed pivot&#39; ... but we think the market is getting a little ahead of itself based on one print,&#34; said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.</p><p>The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.</p><p>Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.</p><p>The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.</p><p>Advancing issues outnumbered falling ones within the S&amp;P 500 by a 26.9-to-one ratio.</p><p>The S&amp;P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.</p><p>Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","VIX":"标普500波动率指数","AMZN":"亚马逊","NVDA":"英伟达","AAPL":"苹果","GOOGL":"谷歌A",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","GOOG":"谷歌","META":"Meta Platforms",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282143862","content_text":"* U.S. consumer prices increase less than expected in Oct* Traders expect 50 bps rate hike in Dec* EV maker Rivian gains on strong demand, outlook* Indexes end: S&P 500 +5.54%, Nasdaq +7.35%, Dow +3.70%Nov 10 (Reuters) - The S&P 500 and Nasdaq jumped on Thursday, racking up their biggest daily percentage gains in over 2-1/2 years as a sign of slowing inflation in October sparked speculation the Federal Reserve might become less aggressive with interest rate hikes.Stocks in sectors across the board surged as the latest consumer price data cheered investors worried that ongoing interest rate hikes could hobble the U.S. economy.One-time Wall Street darlings tarnished in 2022's bear market were among Thursday's strongest performers, with Nvidia jumping about 14%, Meta Platforms climbing 10% and Alphabet rising 7.6%.The Labor Department's data showed the annual CPI number below 8% for the first time in eight months.\"This is a big deal,\" said King Lip, chief strategist at Baker Avenue Asset Management in San Francisco. \"We have been calling the peak of inflation for the last couple of months and just have been incredibly frustrated that it hasn’t shown up in the data. For the first time, it has actually shown up in the data.\"Growing recession worries have hammered Wall Street this year. The S&P 500 remains down about 17% year to date, and it is on course for its biggest annual decline since 2008.The inflation data prompted traders to adjust rate hike bets, with odds of a 50-basis point rate hike in December, rather than a 75-basis point hike, jumping to about 85% from 52% before the data was released, according to the CME FedWatch tool.San Francisco Fed President Mary Daly and Dallas Fed President Lorie Logan welcomed the most recent inflation data, but warned that the fight with rising priceswas far from over.Amazon.com Inc surged more than 12% after the Wall Street Journal reported that the e-commerce heavyweight was reviewing unprofitable business unitsto cut costs.S&P 500's busiest tradesThe S&P 500 climbed 5.54% to end the session at 3,956.31 points.The Nasdaq gained 7.35% to 11,114.15 points, while Dow Jones Industrial Average rose 3.70% to 33,715.37 points.All 11 S&P 500 sector indexes rallied, led by information technology, up 8.33%, followed by a 7.74% gain in real estate.The Philadelphia semiconductor index surged 10.2%, cutting its loss in 2022 to about 32%.The CBOE volatility index (VIX), also known as Wall Street's fear gauge, fell to a near two-month low of about 23 points.Some investors urged caution that Thursday's rally may be overdone.\"The market is - as it has been a few times this year - very eager to trade a 'Fed pivot' ... but we think the market is getting a little ahead of itself based on one print,\" said Zach Hill, head of portfolio management at Horizon Investments in Charlotte.The PHLX Housing index jumped 10.3% to its highest since August after tumbling this year over concerns about higher mortgage rates denting affordability.Rivian Automotive Inc surged 17.4% after the electric-vehicle maker reported a smaller-than-expected loss, higher number of pre-orders and reaffirmed its full-year production outlook.The Dow has now recovered about 17% from its closing low on Sept. 30, and it remains down about 9% from its record high close in early January.Advancing issues outnumbered falling ones within the S&P 500 by a 26.9-to-one ratio.The S&P 500 posted 19 new highs and no new lows; the Nasdaq recorded 120 new highs and 166 new lows.Volume on U.S. exchanges was heavy, with 14.9 billion shares traded, compared to an average of 11.9 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038869135,"gmtCreate":1646790694258,"gmtModify":1676534162926,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Hope can bring share price up&nbsp;","listText":"Hope can bring share price up&nbsp;","text":"Hope can bring share price up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038869135","repostId":"2218408738","repostType":4,"repost":{"id":"2218408738","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1646781965,"share":"https://www.laohu8.com/m/news/2218408738?lang=&edition=full","pubTime":"2022-03-09 07:26","market":"us","language":"en","title":"Apple Unveils New $4,000 Mac Studio with an m1 Ultra Chip, Along with Refreshed iPhone SE and iPad Air","url":"https://stock-news.laohu8.com/highlight/detail?id=2218408738","media":"Dow Jones","summary":"Mac Studio with the new M1 Ultra chip will start at $3,999, the most expensive Mac with Apple silicon; tech giant also reveals first major sports-broadcasting deal with Friday Night Baseball on Apple ","content":"<html><head></head><body><p>Mac Studio with the new M1 Ultra chip will start at $3,999, the most expensive Mac with Apple silicon; tech giant also reveals first major sports-broadcasting deal with Friday Night Baseball on Apple TV+</p><p>Apple Inc.&#39;s first product event of 2022 featured a new premium Mac offering powered by Apple silicon, along with a refreshed iPhone SE and iPad Air, and the first move into broadcasting live sports by the most valuable company in the U.S.</p><p>At a product event broadcast from Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Cupertino, Calif., campus on Tuesday, Chief Executive Tim Cook announced a revved-up version of its M1 chips, called the M1 Ultra. Apple will debut the chip in a new Mac computer called Mac Studio, which will be aimed at professionals and start at $3,999 with the M1 Ultra, which would make it the most expensive Mac that comes with an Apple-designed chip.</p><p>The M1 Ultra announcement &#34;will extend the competitive narrative of Apple&#39;s silicon capabilities,&#34; Wells Fargo analyst Aaron Rakers wrote.</p><p>Apple&#39;s top-of-the-line Mac has been the Mac Pro, which starts at $5,999 but has not been refreshed since Apple started its silicon effort in late 2020; Apple stated that the Mac Studio with M1 Ultra will be capable of speeds 90% faster than the Mac Pro.</p><p>Hardware executive Johny Srouji said in Tuesday&#39;s event that the Mac Pro is last in line for an upgrade, but &#34;that is for another day.&#34;</p><p>Apple has seen a surge in Mac sales since moving to its own silicon late in 2020, and the M1 Ultra is the latest in a line of chips that also include the M1 Pro and M1 Max. The higher-end Mac Studio will have both an M1 Max and an M1 Ultra, though versions with just an M1 Max will cost less, starting at $1,999.</p><p>&#34;It&#39;s remarkable to think about the profound impact Apple silicon is having on the Mac and our other products,&#34; Chief Executive Tim Cook said during the presentation.</p><p>The Mac Studio was introduced alongside a new high-tech Apple monitor called the Studio Display, a 27&#34; 5K Retina display that will start at $1,599 for typical U.S. consumers. Apple also revealed a refreshed keyboard, trackpad and mouse, which will cost $199, $149 and $99 respectively. At the starting prices, a full Mac Studio setup -- with an M1 Ultra-powered Mac Studio, Studio Display and the new peripherals announced Tuesday -- would cost roughly $6,000.</p><p>The new iPhone SE will have Apple&#39;s A15 Bionic chip, the same <a href=\"https://laohu8.com/S/AONE.U\">one</a> that&#39;s featured in the iPhone 13. The chip promises performance improvements as it speeds up processing and battery efficiency.</p><p>Apple is also introducing 5G to the iPhone SE line for the first time, after bringing this connectivity to its main iPhone line back in late 2020. The iPhone SE is Apple&#39;s lower-cost iPhone.</p><p>The phone has a glass and aluminum design and a 4.7-inch display. It will come in three color options: midnight, starlight, and red. Unlike other iPhones, the iPhone SE will have a fingerprint sensor.</p><p>The starting price is $429, a slight bump from the $399 starting price on the last iPhone SE, and preorders will kick off Friday. The device officially becomes available March 18.</p><p>&#34;Overall, with the A15 chip this smartphone will be the fastest and most powerful phone at these price points by a wide margin and we believe based on our initial supply chain checks should translate into 30 million+ iPhone units out of the gates for this product launch,&#34; Wedbush analyst Daniel Ives wrote.</p><p>He highlighted Apple&#39;s willingness to push ahead with new product launches at a time when the consumer electronics industry is dealing with supply constraints, a dynamic he saw as reflective of the smartphone giant&#39;s &#34;massive supply chain/production muscles.&#34;</p><p>The company also announced a new iPad Air model, which will feature the company&#39;s M1 chip as well as the option for 5G connectivity.</p><p>Apple is bringing a 12-megapixel camera to the front of the iPad Air, which will have a $599 starting price and feature 64GB and 256GB storage options. As with the iPhone SE, users will be able to preorder the device starting Friday before it becomes available March 18.</p><p>Apple is also adding new green color options for its iPhone 13 and 13 Pro models.</p><p>Additionally, Cook announced that Apple has secured broadcasting rights for Major League Baseball, though the professional baseball league is currently in a labor lockout that is expected to delay the beginning of the season. Big Tech companies have been trying to secure sports-broadcasting rights, with Alphabet Inc.&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) YouTube broadcasting select MLB games last season and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> broadcasting the National Football League&#39;s Thursday Night Football offering last season.</p><p>Apple was reportedly bidding for a package of weekday MLB games earlier this year, after The Walt Disney Co.&#39;s <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> ESPN decided to not broadcast games on weekdays in a new deal with the league. ESPN is focusing on its Sunday Night Baseball offering, according to the reporting.</p><p>Apple said in a news release that the games will be available without a subscription &#34;for a limited time&#34; in eight countries: the U.S., Canada, Australia, Brazil, Japan, Mexico, Puerto Rico, South Korea and the UK. The company plans to expand to other countries, and will launch a live show on weeknights called &#34;MLB Big Inning&#34; that will offer live coverage of MLB in the U.S., as well as a channel for subscribers in the U.S. and Canada that will offer game replays, commentary, highlights and other offerings.</p><p>Apple shares rose during the event, but fell back after it ended, closing with a 1.2% decline at $157.44. The stock has gained 35.3% in the past year, as the S&amp;P 500 index added 9.9% and the Dow Jones Industrial Average, which includes Apple as a component, increased 3.2%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Unveils New $4,000 Mac Studio with an m1 Ultra Chip, Along with Refreshed iPhone SE and iPad Air</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Unveils New $4,000 Mac Studio with an m1 Ultra Chip, Along with Refreshed iPhone SE and iPad Air\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-09 07:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Mac Studio with the new M1 Ultra chip will start at $3,999, the most expensive Mac with Apple silicon; tech giant also reveals first major sports-broadcasting deal with Friday Night Baseball on Apple TV+</p><p>Apple Inc.&#39;s first product event of 2022 featured a new premium Mac offering powered by Apple silicon, along with a refreshed iPhone SE and iPad Air, and the first move into broadcasting live sports by the most valuable company in the U.S.</p><p>At a product event broadcast from Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Cupertino, Calif., campus on Tuesday, Chief Executive Tim Cook announced a revved-up version of its M1 chips, called the M1 Ultra. Apple will debut the chip in a new Mac computer called Mac Studio, which will be aimed at professionals and start at $3,999 with the M1 Ultra, which would make it the most expensive Mac that comes with an Apple-designed chip.</p><p>The M1 Ultra announcement &#34;will extend the competitive narrative of Apple&#39;s silicon capabilities,&#34; Wells Fargo analyst Aaron Rakers wrote.</p><p>Apple&#39;s top-of-the-line Mac has been the Mac Pro, which starts at $5,999 but has not been refreshed since Apple started its silicon effort in late 2020; Apple stated that the Mac Studio with M1 Ultra will be capable of speeds 90% faster than the Mac Pro.</p><p>Hardware executive Johny Srouji said in Tuesday&#39;s event that the Mac Pro is last in line for an upgrade, but &#34;that is for another day.&#34;</p><p>Apple has seen a surge in Mac sales since moving to its own silicon late in 2020, and the M1 Ultra is the latest in a line of chips that also include the M1 Pro and M1 Max. The higher-end Mac Studio will have both an M1 Max and an M1 Ultra, though versions with just an M1 Max will cost less, starting at $1,999.</p><p>&#34;It&#39;s remarkable to think about the profound impact Apple silicon is having on the Mac and our other products,&#34; Chief Executive Tim Cook said during the presentation.</p><p>The Mac Studio was introduced alongside a new high-tech Apple monitor called the Studio Display, a 27&#34; 5K Retina display that will start at $1,599 for typical U.S. consumers. Apple also revealed a refreshed keyboard, trackpad and mouse, which will cost $199, $149 and $99 respectively. At the starting prices, a full Mac Studio setup -- with an M1 Ultra-powered Mac Studio, Studio Display and the new peripherals announced Tuesday -- would cost roughly $6,000.</p><p>The new iPhone SE will have Apple&#39;s A15 Bionic chip, the same <a href=\"https://laohu8.com/S/AONE.U\">one</a> that&#39;s featured in the iPhone 13. The chip promises performance improvements as it speeds up processing and battery efficiency.</p><p>Apple is also introducing 5G to the iPhone SE line for the first time, after bringing this connectivity to its main iPhone line back in late 2020. The iPhone SE is Apple&#39;s lower-cost iPhone.</p><p>The phone has a glass and aluminum design and a 4.7-inch display. It will come in three color options: midnight, starlight, and red. Unlike other iPhones, the iPhone SE will have a fingerprint sensor.</p><p>The starting price is $429, a slight bump from the $399 starting price on the last iPhone SE, and preorders will kick off Friday. The device officially becomes available March 18.</p><p>&#34;Overall, with the A15 chip this smartphone will be the fastest and most powerful phone at these price points by a wide margin and we believe based on our initial supply chain checks should translate into 30 million+ iPhone units out of the gates for this product launch,&#34; Wedbush analyst Daniel Ives wrote.</p><p>He highlighted Apple&#39;s willingness to push ahead with new product launches at a time when the consumer electronics industry is dealing with supply constraints, a dynamic he saw as reflective of the smartphone giant&#39;s &#34;massive supply chain/production muscles.&#34;</p><p>The company also announced a new iPad Air model, which will feature the company&#39;s M1 chip as well as the option for 5G connectivity.</p><p>Apple is bringing a 12-megapixel camera to the front of the iPad Air, which will have a $599 starting price and feature 64GB and 256GB storage options. As with the iPhone SE, users will be able to preorder the device starting Friday before it becomes available March 18.</p><p>Apple is also adding new green color options for its iPhone 13 and 13 Pro models.</p><p>Additionally, Cook announced that Apple has secured broadcasting rights for Major League Baseball, though the professional baseball league is currently in a labor lockout that is expected to delay the beginning of the season. Big Tech companies have been trying to secure sports-broadcasting rights, with Alphabet Inc.&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) YouTube broadcasting select MLB games last season and Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> broadcasting the National Football League&#39;s Thursday Night Football offering last season.</p><p>Apple was reportedly bidding for a package of weekday MLB games earlier this year, after The Walt Disney Co.&#39;s <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> ESPN decided to not broadcast games on weekdays in a new deal with the league. ESPN is focusing on its Sunday Night Baseball offering, according to the reporting.</p><p>Apple said in a news release that the games will be available without a subscription &#34;for a limited time&#34; in eight countries: the U.S., Canada, Australia, Brazil, Japan, Mexico, Puerto Rico, South Korea and the UK. The company plans to expand to other countries, and will launch a live show on weeknights called &#34;MLB Big Inning&#34; that will offer live coverage of MLB in the U.S., as well as a channel for subscribers in the U.S. and Canada that will offer game replays, commentary, highlights and other offerings.</p><p>Apple shares rose during the event, but fell back after it ended, closing with a 1.2% decline at $157.44. The stock has gained 35.3% in the past year, as the S&amp;P 500 index added 9.9% and the Dow Jones Industrial Average, which includes Apple as a component, increased 3.2%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4571":"数字音乐概念","BK4553":"喜马拉雅资本持仓","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","SE":"Sea Ltd","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","BK4085":"互动家庭娱乐","AIRI":"Air Industries Group","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4554":"元宇宙及AR概念","BK4187":"航天航空与国防"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218408738","content_text":"Mac Studio with the new M1 Ultra chip will start at $3,999, the most expensive Mac with Apple silicon; tech giant also reveals first major sports-broadcasting deal with Friday Night Baseball on Apple TV+Apple Inc.'s first product event of 2022 featured a new premium Mac offering powered by Apple silicon, along with a refreshed iPhone SE and iPad Air, and the first move into broadcasting live sports by the most valuable company in the U.S.At a product event broadcast from Apple's $(AAPL)$Cupertino, Calif., campus on Tuesday, Chief Executive Tim Cook announced a revved-up version of its M1 chips, called the M1 Ultra. Apple will debut the chip in a new Mac computer called Mac Studio, which will be aimed at professionals and start at $3,999 with the M1 Ultra, which would make it the most expensive Mac that comes with an Apple-designed chip.The M1 Ultra announcement \"will extend the competitive narrative of Apple's silicon capabilities,\" Wells Fargo analyst Aaron Rakers wrote.Apple's top-of-the-line Mac has been the Mac Pro, which starts at $5,999 but has not been refreshed since Apple started its silicon effort in late 2020; Apple stated that the Mac Studio with M1 Ultra will be capable of speeds 90% faster than the Mac Pro.Hardware executive Johny Srouji said in Tuesday's event that the Mac Pro is last in line for an upgrade, but \"that is for another day.\"Apple has seen a surge in Mac sales since moving to its own silicon late in 2020, and the M1 Ultra is the latest in a line of chips that also include the M1 Pro and M1 Max. The higher-end Mac Studio will have both an M1 Max and an M1 Ultra, though versions with just an M1 Max will cost less, starting at $1,999.\"It's remarkable to think about the profound impact Apple silicon is having on the Mac and our other products,\" Chief Executive Tim Cook said during the presentation.The Mac Studio was introduced alongside a new high-tech Apple monitor called the Studio Display, a 27\" 5K Retina display that will start at $1,599 for typical U.S. consumers. Apple also revealed a refreshed keyboard, trackpad and mouse, which will cost $199, $149 and $99 respectively. At the starting prices, a full Mac Studio setup -- with an M1 Ultra-powered Mac Studio, Studio Display and the new peripherals announced Tuesday -- would cost roughly $6,000.The new iPhone SE will have Apple's A15 Bionic chip, the same one that's featured in the iPhone 13. The chip promises performance improvements as it speeds up processing and battery efficiency.Apple is also introducing 5G to the iPhone SE line for the first time, after bringing this connectivity to its main iPhone line back in late 2020. The iPhone SE is Apple's lower-cost iPhone.The phone has a glass and aluminum design and a 4.7-inch display. It will come in three color options: midnight, starlight, and red. Unlike other iPhones, the iPhone SE will have a fingerprint sensor.The starting price is $429, a slight bump from the $399 starting price on the last iPhone SE, and preorders will kick off Friday. The device officially becomes available March 18.\"Overall, with the A15 chip this smartphone will be the fastest and most powerful phone at these price points by a wide margin and we believe based on our initial supply chain checks should translate into 30 million+ iPhone units out of the gates for this product launch,\" Wedbush analyst Daniel Ives wrote.He highlighted Apple's willingness to push ahead with new product launches at a time when the consumer electronics industry is dealing with supply constraints, a dynamic he saw as reflective of the smartphone giant's \"massive supply chain/production muscles.\"The company also announced a new iPad Air model, which will feature the company's M1 chip as well as the option for 5G connectivity.Apple is bringing a 12-megapixel camera to the front of the iPad Air, which will have a $599 starting price and feature 64GB and 256GB storage options. As with the iPhone SE, users will be able to preorder the device starting Friday before it becomes available March 18.Apple is also adding new green color options for its iPhone 13 and 13 Pro models.Additionally, Cook announced that Apple has secured broadcasting rights for Major League Baseball, though the professional baseball league is currently in a labor lockout that is expected to delay the beginning of the season. Big Tech companies have been trying to secure sports-broadcasting rights, with Alphabet Inc.'s $(GOOGL)$(GOOGL) YouTube broadcasting select MLB games last season and Amazon.com Inc. $(AMZN)$ broadcasting the National Football League's Thursday Night Football offering last season.Apple was reportedly bidding for a package of weekday MLB games earlier this year, after The Walt Disney Co.'s $(DIS)$ ESPN decided to not broadcast games on weekdays in a new deal with the league. ESPN is focusing on its Sunday Night Baseball offering, according to the reporting.Apple said in a news release that the games will be available without a subscription \"for a limited time\" in eight countries: the U.S., Canada, Australia, Brazil, Japan, Mexico, Puerto Rico, South Korea and the UK. The company plans to expand to other countries, and will launch a live show on weeknights called \"MLB Big Inning\" that will offer live coverage of MLB in the U.S., as well as a channel for subscribers in the U.S. and Canada that will offer game replays, commentary, highlights and other offerings.Apple shares rose during the event, but fell back after it ended, closing with a 1.2% decline at $157.44. The stock has gained 35.3% in the past year, as the S&P 500 index added 9.9% and the Dow Jones Industrial Average, which includes Apple as a component, increased 3.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010353037,"gmtCreate":1648262768520,"gmtModify":1676534323681,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Let see tech stock performance next week&nbsp;","listText":"Let see tech stock performance next week&nbsp;","text":"Let see tech stock performance next week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010353037","repostId":"2222052834","repostType":4,"repost":{"id":"2222052834","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648249343,"share":"https://www.laohu8.com/m/news/2222052834?lang=&edition=full","pubTime":"2022-03-26 07:02","market":"us","language":"en","title":"US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump","url":"https://stock-news.laohu8.com/highlight/detail?id=2222052834","media":"Reuters","summary":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits reco","content":"<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&amp;P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&amp;P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&amp;P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&amp;P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&amp;P 500 financials sector gave the S&amp;P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move &#34;expeditiously&#34; to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while &#34;adding more pressure to the riskier elements of the market,&#34; such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&amp;P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>&#34;The market&#39;s really macro driven,&#34; said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. &#34;Company fundamentals haven&#39;t really mattered.&#34;</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-S&P 500 Ends Higher with Financials as Treasury Yields Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-26 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financials rise with 10-yr yield</p><p>* Tech shares down, weighing on Nasdaq</p><p>* Utilities sector hits record high</p><p>* Indexes: Dow up 0.4%, S&amp;P 500 up 0.5%, Nasdaq down 0.2%</p><p>* For the week, Dow up 0.3%, S&amp;P 500 up 1.8%, Nasdaq up 2%</p><p>NEW YORK, March 25 (Reuters) - The S&amp;P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.</p><p>The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.</p><p>For the week, the Nasdaq and S&amp;P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.</p><p>The S&amp;P 500 financials sector gave the S&amp;P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.</p><p>Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move &#34;expeditiously&#34; to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.</p><p>U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.</p><p>Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.</p><p>The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.</p><p>That is causing bank stocks to outperform, while &#34;adding more pressure to the riskier elements of the market,&#34; such as growth shares, he said.</p><p>Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&amp;P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.</p><p>Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.</p><p>The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.</p><p>The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.</p><p>Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.</p><p>Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.</p><p>The U.S. central bank last week raised interest rates for the first time since 2018.</p><p>&#34;The market&#39;s really macro driven,&#34; said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. &#34;Company fundamentals haven&#39;t really mattered.&#34;</p><p>Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222052834","content_text":"* Financials rise with 10-yr yield* Tech shares down, weighing on Nasdaq* Utilities sector hits record high* Indexes: Dow up 0.4%, S&P 500 up 0.5%, Nasdaq down 0.2%* For the week, Dow up 0.3%, S&P 500 up 1.8%, Nasdaq up 2%NEW YORK, March 25 (Reuters) - The S&P 500 ended higher on Friday as financial shares rose after the benchmark Treasury yield jumped to its highest level in nearly three years.The Nasdaq ended lower, and tech and other big growth names mostly declined, but they finished off session lows following a late-session rally.For the week, the Nasdaq and S&P 500 registered solid gains of 2% and 1.8%, respectively, and the Dow was nominally higher with a 0.3% rise.The S&P 500 financials sector gave the S&P 500 its biggest boost on Friday, rising 1.3%, while technology and consumer discretionary sectors were the only two major sectors to end lower on the day.Investors are assessing how aggressive the Federal Reserve will be as it tightens policy after Fed Chair Jerome Powell this week said that the central bank needed to move \"expeditiously\" to combat high inflation and raised the possibility of a 50-basis-point hike in rates in May.U.S. Treasury yields jumped on Friday, with the benchmark 10-year note surging to nearly three-year highs, as the market grappled with high inflation and a Federal Reserve that could easily spark a downturn as it aggressively tightens policy.Ten-year Treasury yields were last at 2.492% after earlier rising above 2.50% for the first time since May 2019.The equity market is pricing in a higher rate environment, said Keith Buchanan, portfolio manager at Globalt Investments in Atlanta.That is causing bank stocks to outperform, while \"adding more pressure to the riskier elements of the market,\" such as growth shares, he said.Higher borrowing rates benefit banks, while higher rates are a negative for tech and growth stocks, whose valuations rely more heavily on future cash flows.The Dow Jones Industrial Average rose 153.3 points, or 0.44%, to 34,861.24, the S&P 500    gained 22.9 points, or 0.51%, to 4,543.06 and the Nasdaq Composite dropped 22.54 points, or 0.16%, to 14,169.30.Shares of growth companies like Nvidia Corp eased after leading a Wall Street rebound earlier this week.The utilities sector also rose sharply, hitting a record high as investors favored defensive stocks with the Russia-Ukraine war still raging after a month.The sector ended up 1.5% on the day and up 3.5% for the week, while the energy sector ended up 2.3% on the day and jumped more than 7% for the week following sharp gains in oil prices.Moscow signaled on Friday it was scaling back its ambitions in Ukraine to focus on territory claimed by Russian-backed separatists.Economists at Citibank are expecting four 50 basis points interest rate hikes from the Fed this year, joining other Wall Street banks in forecasting an aggressive tightening path against the backdrop of soaring inflation.The U.S. central bank last week raised interest rates for the first time since 2018.\"The market's really macro driven,\" said Steve DeSanctis, small- and mid-capitalization equity strategist at Jefferies in New York. \"Company fundamentals haven't really mattered.\"Volume on U.S. exchanges was 11.92 billion shares, compared with the 14.28 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 1.08-to-1 ratio; on Nasdaq, a 1.40-to-1 ratio favored decliners.The S&P 500 posted 57 new 52-week highs and five new lows; the Nasdaq Composite recorded 73 new highs and 79 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9067576325,"gmtCreate":1652492821067,"gmtModify":1676535111036,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Good. Is it time&nbsp;to invest directly in cryptocurrency like Bitcoin and Ethereum&nbsp;and which platform to use?&nbsp;","listText":"Good. Is it time&nbsp;to invest directly in cryptocurrency like Bitcoin and Ethereum&nbsp;and which platform to use?&nbsp;","text":"Good. Is it time to invest directly in cryptocurrency like Bitcoin and Ethereum and which platform to use?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9067576325","repostId":"2235140968","repostType":4,"repost":{"id":"2235140968","pubTimestamp":1652485369,"share":"https://www.laohu8.com/m/news/2235140968?lang=&edition=full","pubTime":"2022-05-14 07:42","market":"us","language":"en","title":"Why Coinbase Stock Rebounded Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2235140968","media":"Motley Fool","summary":"A closely followed fund manager added to her stake in the crypto exchange leader.","content":"<html><head></head><body><h2>What happened</h2><p>Shares of <b>Coinbase Global</b> (COIN 16.02%) rallied 16% on Friday after cryptocurrencies like <b>Bitcoin</b> (BTC 5.20%) and <b>Ethereum</b> (ETH 7.40%) recovered some of their recent losses.</p><h2>So what<b> </b></h2><p>Coinbase&#39;s stock price has historically been correlated to large price swings in the crypto market. That proved true again this week when Coinbase&#39;s shares were hit hard after the prices of many cryptoassets plunged following the collapse of the popular stablecoin project <b>Terra</b> (LUNA -97.25%).</p><p>Today, the crypto market is experiencing a bit of a rebound. And Coinbase&#39;s stock is rallying alongside it.</p><p><img src=\"https://static.tigerbbs.com/38b83a3a1d0589916de57767fa5d387f\" tg-width=\"700\" tg-height=\"442\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Coinbase&#39;s share price likely also received a boost from the news that widely followed fund manager Cathie Wood was scooping up more of the digital asset exchange operator&#39;s stock during its recent swoon. The founder and CEO of Ark Investment Management bought roughly $30 million worth of Coinbase stock for Ark&#39;s funds on Wednesday.</p><h2>Now what</h2><p>As <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world&#39;s largest digital trading platforms and a leading investor in blockchain-focused start-ups, Coinbase&#39;s future is innately tied to the health of the crypto market. Its stock price is thus likely to remain volatile as it&#39;s largely influenced by the gyrations in cryptocurrency prices.</p><p>However, the company&#39;s leadership team believes that Coinbase&#39;s long-term success will be more closely tied to the rising adoption of blockchain technology. CEO Brian Armstrong sees the growing usage of cryptocurrency beyond simply for trading purposes as a powerful growth driver. And Wood&#39;s recent stock purchases suggest she shares Armstrong&#39;s perspective on the crypto industry&#39;s future.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Coinbase Stock Rebounded Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Coinbase Stock Rebounded Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-14 07:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/13/why-coinbase-stock-rebounded-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of Coinbase Global (COIN 16.02%) rallied 16% on Friday after cryptocurrencies like Bitcoin (BTC 5.20%) and Ethereum (ETH 7.40%) recovered some of their recent losses.So what ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/13/why-coinbase-stock-rebounded-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4554":"元宇宙及AR概念","BK4112":"金融交易所和数据","BK4551":"寇图资本持仓","COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓"},"source_url":"https://www.fool.com/investing/2022/05/13/why-coinbase-stock-rebounded-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235140968","content_text":"What happenedShares of Coinbase Global (COIN 16.02%) rallied 16% on Friday after cryptocurrencies like Bitcoin (BTC 5.20%) and Ethereum (ETH 7.40%) recovered some of their recent losses.So what Coinbase's stock price has historically been correlated to large price swings in the crypto market. That proved true again this week when Coinbase's shares were hit hard after the prices of many cryptoassets plunged following the collapse of the popular stablecoin project Terra (LUNA -97.25%).Today, the crypto market is experiencing a bit of a rebound. And Coinbase's stock is rallying alongside it.Image source: Getty Images.Coinbase's share price likely also received a boost from the news that widely followed fund manager Cathie Wood was scooping up more of the digital asset exchange operator's stock during its recent swoon. The founder and CEO of Ark Investment Management bought roughly $30 million worth of Coinbase stock for Ark's funds on Wednesday.Now whatAs one of the world's largest digital trading platforms and a leading investor in blockchain-focused start-ups, Coinbase's future is innately tied to the health of the crypto market. Its stock price is thus likely to remain volatile as it's largely influenced by the gyrations in cryptocurrency prices.However, the company's leadership team believes that Coinbase's long-term success will be more closely tied to the rising adoption of blockchain technology. CEO Brian Armstrong sees the growing usage of cryptocurrency beyond simply for trading purposes as a powerful growth driver. And Wood's recent stock purchases suggest she shares Armstrong's perspective on the crypto industry's future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578371382142637","authorId":"3578371382142637","name":"Aoyjai","avatar":"https://static.tigerbbs.com/9dcf5c34602d2433f3133ca6c6fece6a","crmLevel":2,"crmLevelSwitch":0},"content":"Start with 1% of your money to learn how to get involved","text":"Start with 1% of your money to learn how to get involved","html":"Start with 1% of your money to learn how to get involved"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081754541,"gmtCreate":1650284565622,"gmtModify":1676534686063,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Be cautious&nbsp;","listText":"Be cautious&nbsp;","text":"Be cautious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081754541","repostId":"1117157595","repostType":4,"repost":{"id":"1117157595","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1650282724,"share":"https://www.laohu8.com/m/news/1117157595?lang=&edition=full","pubTime":"2022-04-18 19:52","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Declined As Earnings Rolled in; Twitter Rebounded Nearly 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117157595","media":"Tiger Newspress","summary":"U.S. stock futures declined Monday morning as investors returned from a holiday weekend and geared u","content":"<html><head></head><body><p>U.S. stock futures declined Monday morning as investors returned from a holiday weekend and geared up for another busy week of corporate earnings results.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 19 points, or 0.06%, S&amp;P 500 e-minis were down 8 points, or 0.18%, and Nasdaq 100 e-minis were down 39.25 points, or 0.28%.</p><p><img src=\"https://static.tigerbbs.com/d82b02bedc770731249565bac47ca296\" tg-width=\"316\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>  – Twitter shares jumped 4.5% in the premarket after the company’s board of directors adopted a so-called poison pill to preventTesla(TLSA) CEO Elon Musk from increasing his stake in the company past 15%. That follows Musk’s $54.20 per share bid for Twitter last week.</p><p><b><a href=\"https://laohu8.com/S/SIRI\">Sirius XM</a></b> – The satellite radio operator’s stock fell 2% in premarket trading after Morgan Stanley downgraded it to “underweight” from “equal-weight.” Morgan Stanley said auto market headwinds would negatively impact Sirius XM, and also noted the stock’s outperformance over the past year.</p><p><b><a href=\"https://laohu8.com/S/NKTR\">Nektar Therapeutics</a></b> – The drugmaker’s shares cratered 24.4% in the premarket after it halted all trials involving its key cancer drug. The experimental treatment did not produce the desired results in multiple studies.</p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b> – Bank of America reported quarterly profit of 80 cents per share, 5 cents a share above estimates. Revenue also topped Street forecasts on strength in consumer lending. Bank of America shares rose 1.1% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a></b> – The bank beat estimates by a penny a share, with quarterly earnings of 86 cents per share. Revenue was essentially in line with analysts’ predictions. Its results were helped in part by higher interest rates.</p><p><b><a href=\"https://laohu8.com/S/SYF\">Synchrony</a></b> – The financial services company reported quarterly profit of $1.77 per share, beating the consensus estimate of $1.54 a share. Revenue came in above estimates as well.  Synchrony’s board also approved the addition of $2.8 billion to the company’s stock buyback plan as well as a 5% dividend increase to 23 cents per share.  Synchrony added 1% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/SWX\">Southwest Gas</a></b> – The utility said its board had authorized the review of a full range or strategic alternatives, after receiving what it called an “indication of interest” well in excess of investor Carl Icahn’s $82.50 per share offer.</p><p><b><a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a></b> – Didi shares posted an 18.3% premarket loss after the China-based ride-hailing firm reported a 12.7% drop in fourth-quarter revenue compared to a year earlier. Didi also said a shareholding meeting would be held on May 23 to vote on delisting from the New York Stock Exchange.</p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy&#39;s</a></b> – Wendy’s fell 1.8% in the premarket after BMO Capital downgraded the restaurant operator’s stock to “market perform” from “outperform.” BMO said Wendy’s is less well-positioned for a tighter consumer spending environment than some of its industry peers.</p><p><b><a href=\"https://laohu8.com/S/PGR\">Progressive</a></b> – Progressive was downgraded to “underweight” from “neutral” at Piper Sandler, which thinks the insurance company is likely to miss consensus earnings estimates due to too much optimism surrounding rising auto insurance rates. Progressive fell 1.6% in the premarket trading.</p><p><b>Market News</b></p><p>China’s economy accelerated in the first quarter of the year, even as lockdowns closed factories and kept tens of millions confined to their homes in March, according to official data that economists say overstates the strength of the world’s second-largest economy.</p><p>Key Singapore exports rose for the 16th straight month in March, helped by a surge in gold, according to data from trade agency Enterprise Singapore (ESG) on Monday (Apr 18).</p><p>Manufacturers including <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> began preparing on Monday to reopen their Shanghai plants as China’s most populous city speeds up efforts to get back to normal after a nearly three-week COVID shutdown.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> adopted a measure that would shield it from hostile acquisition bids, taking steps to thwart billionaire Elon Musk’s unwelcome offer to take the company private and attempt to make it a bastion of free speech.</p><p><b><a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a></b> will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>With recession calls on Wall Street picking up as the Federal Reserve embarks on what could be up to eight interest rate hikes this year,<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></b> no longer wants to be left out of the growing crowd. It now see the odds of a recession as roughly 15% in the next 12 months and 35% within the next 24 months.</p><p><b><a href=\"https://laohu8.com/S/SFTBY\">Softbank Group Corp</a></b>’s Shu Nyatta and Paulo Passoni, two of the three managing partners at the SoftBank Group Corp.’s Latin America Fund, said they are leaving to start their own venture business focused on late-stage startups in the region.</p><p><b><a href=\"https://laohu8.com/S/CEA\">China Eastern Airlines</a></b> said it has resumed passenger flights of its Boeing737-800 model aircraft after grounding the planes for nearly a month, following a crash of one of the planes that killed all 132 people on board.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜U.S. Stock Futures Declined As Earnings Rolled in; Twitter Rebounded Nearly 5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Declined As Earnings Rolled in; Twitter Rebounded Nearly 5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-18 19:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures declined Monday morning as investors returned from a holiday weekend and geared up for another busy week of corporate earnings results.</p><p><b>Market Snapshot</b></p><p>At 7:50 a.m. ET, Dow e-minis were down 19 points, or 0.06%, S&amp;P 500 e-minis were down 8 points, or 0.18%, and Nasdaq 100 e-minis were down 39.25 points, or 0.28%.</p><p><img src=\"https://static.tigerbbs.com/d82b02bedc770731249565bac47ca296\" tg-width=\"316\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p><p><b>Pre-Market Movers</b></p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b>  – Twitter shares jumped 4.5% in the premarket after the company’s board of directors adopted a so-called poison pill to preventTesla(TLSA) CEO Elon Musk from increasing his stake in the company past 15%. That follows Musk’s $54.20 per share bid for Twitter last week.</p><p><b><a href=\"https://laohu8.com/S/SIRI\">Sirius XM</a></b> – The satellite radio operator’s stock fell 2% in premarket trading after Morgan Stanley downgraded it to “underweight” from “equal-weight.” Morgan Stanley said auto market headwinds would negatively impact Sirius XM, and also noted the stock’s outperformance over the past year.</p><p><b><a href=\"https://laohu8.com/S/NKTR\">Nektar Therapeutics</a></b> – The drugmaker’s shares cratered 24.4% in the premarket after it halted all trials involving its key cancer drug. The experimental treatment did not produce the desired results in multiple studies.</p><p><b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a></b> – Bank of America reported quarterly profit of 80 cents per share, 5 cents a share above estimates. Revenue also topped Street forecasts on strength in consumer lending. Bank of America shares rose 1.1% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/BK\">Bank of New York Mellon</a></b> – The bank beat estimates by a penny a share, with quarterly earnings of 86 cents per share. Revenue was essentially in line with analysts’ predictions. Its results were helped in part by higher interest rates.</p><p><b><a href=\"https://laohu8.com/S/SYF\">Synchrony</a></b> – The financial services company reported quarterly profit of $1.77 per share, beating the consensus estimate of $1.54 a share. Revenue came in above estimates as well.  Synchrony’s board also approved the addition of $2.8 billion to the company’s stock buyback plan as well as a 5% dividend increase to 23 cents per share.  Synchrony added 1% in the premarket.</p><p><b><a href=\"https://laohu8.com/S/SWX\">Southwest Gas</a></b> – The utility said its board had authorized the review of a full range or strategic alternatives, after receiving what it called an “indication of interest” well in excess of investor Carl Icahn’s $82.50 per share offer.</p><p><b><a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a></b> – Didi shares posted an 18.3% premarket loss after the China-based ride-hailing firm reported a 12.7% drop in fourth-quarter revenue compared to a year earlier. Didi also said a shareholding meeting would be held on May 23 to vote on delisting from the New York Stock Exchange.</p><p><b><a href=\"https://laohu8.com/S/WEN\">Wendy&#39;s</a></b> – Wendy’s fell 1.8% in the premarket after BMO Capital downgraded the restaurant operator’s stock to “market perform” from “outperform.” BMO said Wendy’s is less well-positioned for a tighter consumer spending environment than some of its industry peers.</p><p><b><a href=\"https://laohu8.com/S/PGR\">Progressive</a></b> – Progressive was downgraded to “underweight” from “neutral” at Piper Sandler, which thinks the insurance company is likely to miss consensus earnings estimates due to too much optimism surrounding rising auto insurance rates. Progressive fell 1.6% in the premarket trading.</p><p><b>Market News</b></p><p>China’s economy accelerated in the first quarter of the year, even as lockdowns closed factories and kept tens of millions confined to their homes in March, according to official data that economists say overstates the strength of the world’s second-largest economy.</p><p>Key Singapore exports rose for the 16th straight month in March, helped by a surge in gold, according to data from trade agency Enterprise Singapore (ESG) on Monday (Apr 18).</p><p>Manufacturers including <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> began preparing on Monday to reopen their Shanghai plants as China’s most populous city speeds up efforts to get back to normal after a nearly three-week COVID shutdown.</p><p><b><a href=\"https://laohu8.com/S/TWTR\">Twitter</a></b> adopted a measure that would shield it from hostile acquisition bids, taking steps to thwart billionaire Elon Musk’s unwelcome offer to take the company private and attempt to make it a bastion of free speech.</p><p><b><a href=\"https://laohu8.com/S/DIDI\">DiDi Global Inc.</a></b> will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.</p><p>With recession calls on Wall Street picking up as the Federal Reserve embarks on what could be up to eight interest rate hikes this year,<b><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a></b> no longer wants to be left out of the growing crowd. It now see the odds of a recession as roughly 15% in the next 12 months and 35% within the next 24 months.</p><p><b><a href=\"https://laohu8.com/S/SFTBY\">Softbank Group Corp</a></b>’s Shu Nyatta and Paulo Passoni, two of the three managing partners at the SoftBank Group Corp.’s Latin America Fund, said they are leaving to start their own venture business focused on late-stage startups in the region.</p><p><b><a href=\"https://laohu8.com/S/CEA\">China Eastern Airlines</a></b> said it has resumed passenger flights of its Boeing737-800 model aircraft after grounding the planes for nearly a month, following a crash of one of the planes that killed all 132 people on board.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","WEN":"温蒂汉堡","NKTR":"内克塔治疗","PGR":"美国前进保险公司",".SPX":"S&P 500 Index","SIRI":"Sirius XM Holdings Inc.","TWTR":"Twitter","BK":"纽约梅隆银行","DIDI":"滴滴(已退市)",".DJI":"道琼斯","BAC":"美国银行","SWX":"Southwest Gas Corp","SYF":"Synchrony Financial"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117157595","content_text":"U.S. stock futures declined Monday morning as investors returned from a holiday weekend and geared up for another busy week of corporate earnings results.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were down 19 points, or 0.06%, S&P 500 e-minis were down 8 points, or 0.18%, and Nasdaq 100 e-minis were down 39.25 points, or 0.28%.Pre-Market MoversTwitter  – Twitter shares jumped 4.5% in the premarket after the company’s board of directors adopted a so-called poison pill to preventTesla(TLSA) CEO Elon Musk from increasing his stake in the company past 15%. That follows Musk’s $54.20 per share bid for Twitter last week.Sirius XM – The satellite radio operator’s stock fell 2% in premarket trading after Morgan Stanley downgraded it to “underweight” from “equal-weight.” Morgan Stanley said auto market headwinds would negatively impact Sirius XM, and also noted the stock’s outperformance over the past year.Nektar Therapeutics – The drugmaker’s shares cratered 24.4% in the premarket after it halted all trials involving its key cancer drug. The experimental treatment did not produce the desired results in multiple studies.Bank of America – Bank of America reported quarterly profit of 80 cents per share, 5 cents a share above estimates. Revenue also topped Street forecasts on strength in consumer lending. Bank of America shares rose 1.1% in the premarket.Bank of New York Mellon – The bank beat estimates by a penny a share, with quarterly earnings of 86 cents per share. Revenue was essentially in line with analysts’ predictions. Its results were helped in part by higher interest rates.Synchrony – The financial services company reported quarterly profit of $1.77 per share, beating the consensus estimate of $1.54 a share. Revenue came in above estimates as well.  Synchrony’s board also approved the addition of $2.8 billion to the company’s stock buyback plan as well as a 5% dividend increase to 23 cents per share.  Synchrony added 1% in the premarket.Southwest Gas – The utility said its board had authorized the review of a full range or strategic alternatives, after receiving what it called an “indication of interest” well in excess of investor Carl Icahn’s $82.50 per share offer.DiDi Global Inc. – Didi shares posted an 18.3% premarket loss after the China-based ride-hailing firm reported a 12.7% drop in fourth-quarter revenue compared to a year earlier. Didi also said a shareholding meeting would be held on May 23 to vote on delisting from the New York Stock Exchange.Wendy's – Wendy’s fell 1.8% in the premarket after BMO Capital downgraded the restaurant operator’s stock to “market perform” from “outperform.” BMO said Wendy’s is less well-positioned for a tighter consumer spending environment than some of its industry peers.Progressive – Progressive was downgraded to “underweight” from “neutral” at Piper Sandler, which thinks the insurance company is likely to miss consensus earnings estimates due to too much optimism surrounding rising auto insurance rates. Progressive fell 1.6% in the premarket trading.Market NewsChina’s economy accelerated in the first quarter of the year, even as lockdowns closed factories and kept tens of millions confined to their homes in March, according to official data that economists say overstates the strength of the world’s second-largest economy.Key Singapore exports rose for the 16th straight month in March, helped by a surge in gold, according to data from trade agency Enterprise Singapore (ESG) on Monday (Apr 18).Manufacturers including Tesla Motors began preparing on Monday to reopen their Shanghai plants as China’s most populous city speeds up efforts to get back to normal after a nearly three-week COVID shutdown.Twitter adopted a measure that would shield it from hostile acquisition bids, taking steps to thwart billionaire Elon Musk’s unwelcome offer to take the company private and attempt to make it a bastion of free speech.DiDi Global Inc. will hold an extraordinary general meeting (EGM) on May 23 to vote on its delisting plans in the United States, the Chinese ride-hailing giant said in a statement on Saturday.With recession calls on Wall Street picking up as the Federal Reserve embarks on what could be up to eight interest rate hikes this year,Goldman Sachs no longer wants to be left out of the growing crowd. It now see the odds of a recession as roughly 15% in the next 12 months and 35% within the next 24 months.Softbank Group Corp’s Shu Nyatta and Paulo Passoni, two of the three managing partners at the SoftBank Group Corp.’s Latin America Fund, said they are leaving to start their own venture business focused on late-stage startups in the region.China Eastern Airlines said it has resumed passenger flights of its Boeing737-800 model aircraft after grounding the planes for nearly a month, following a crash of one of the planes that killed all 132 people on board.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081337100,"gmtCreate":1650195464730,"gmtModify":1676534666833,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy at dip&nbsp;","listText":"Buy at dip&nbsp;","text":"Buy at dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081337100","repostId":"2227986989","repostType":4,"repost":{"id":"2227986989","pubTimestamp":1650153593,"share":"https://www.laohu8.com/m/news/2227986989?lang=&edition=full","pubTime":"2022-04-17 07:59","market":"us","language":"en","title":"2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2227986989","media":"Motley Fool","summary":"Trading at merely 16 times free cash flow, this tech giant is a bargain buy.","content":"<html><head></head><body><p><b>Meta Platforms </b>( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.</p><p>While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms&#39; risks and know how these will affect the financials.</p><p><img src=\"https://static.tigerbbs.com/398f53d1e7c68dd8da25b7202c250183\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><h2>It&#39;s getting harder to grow revenue</h2><p>CEO and founder Mark Zuckerberg&#39;s vision for the metaverse won&#39;t be cheap. However, he is committed to bringing about this change through the company&#39;s Reality Labs division, which provides &#34;augmented and virtual reality related consumer hardware, software, and content.&#34; Meta broke out this division for the first time in the fourth quarter, and the results weren&#39;t pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It&#39;s also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.</p><p>Revenue is expected to be negatively affected by recent iOS privacy changes from<b> Apple</b>. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.</p><p><img src=\"https://static.tigerbbs.com/90028667ee7c0da172cd55cab6dcb759\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>Meta is also worried about ByteDance&#39;s TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook&#39;s daily active users fell from the previous quarter.</p><p>With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.</p><h2>Valuations suggest this stock is a bargain</h2><p>Are these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.</p><p>If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.</p><p>With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it&#39;s been at any time Meta&#39;s been a public company and is cheap compared to other companies in the market.</p><p><img src=\"https://static.tigerbbs.com/86b9f60c56d84ce72690d3a38faf1606\" tg-width=\"720\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FB Price to Free Cash Flow data by YCharts</p><p>To add another factor to Meta&#39;s value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.</p><h2>When is the best time to buy?</h2><p>Meta Platforms may be facing some headwinds, but the company is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn&#39;t leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Charts That Show Why It's Time to Buy the Dip in Meta Platforms' Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-17 07:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团","BK4553":"喜马拉雅资本持仓","BK4524":"宅经济概念","BK4508":"社交媒体","BK4548":"巴美列捷福持仓","BK4573":"虚拟现实","BK4551":"寇图资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4579":"人工智能","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.fool.com/investing/2022/04/16/why-its-time-to-buy-the-dip-meta-platforms/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2227986989","content_text":"Meta Platforms ( FB -2.24% ), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint.While these concerns are real, a ratio of 16 times free cash flow is far too low for a high-quality business like this. Investors must understand Meta Platforms' risks and know how these will affect the financials.FB Price to Free Cash Flow data by YChartsIt's getting harder to grow revenueCEO and founder Mark Zuckerberg's vision for the metaverse won't be cheap. However, he is committed to bringing about this change through the company's Reality Labs division, which provides \"augmented and virtual reality related consumer hardware, software, and content.\" Meta broke out this division for the first time in the fourth quarter, and the results weren't pretty. In 2021, the division lost $10.2 billion on revenue of $2.3 billion. It's also not slowing down on expenses. In 2021, Meta spent $71 billion on operating expenses, but management is guiding for $90 billion to $95 billion in 2022.Revenue is expected to be negatively affected by recent iOS privacy changes from Apple. This has caused Meta customers to see a lower return on investment (ROI) for their ad campaigns. Meta claimed in the Q4 conference call that the changes disproportionately affect smaller businesses. With less successful advertisements, companies reduce their budgets and focus on other areas.Image source: Getty Images.Meta is also worried about ByteDance's TikTok social media app. While Facebook announced Reels to offer a similar product and effectively compete, TikTok is still capturing a large chunk of the social media market share. For the first time ever as a public company, Facebook's daily active users fell from the previous quarter.With rising costs, revenue growth pressures, and a strong competitor, the future looks grim for Meta Platforms.Valuations suggest this stock is a bargainAre these concerns truly valid? After all, Meta Platforms is still the most dominant social media company and is highly profitable. Management also expects revenue growth of 3% to 11% for Q1, and investors will find out on April 27 if Meta hit that guidance.If Meta can reach the top end of the revenue guidance and continue with 30% expense growth, the company will still be cheaply valued. In 2021, Meta Platforms produced $38.4 billion in free cash flow (FCF) on revenue of $118 billion, an impressive 33% margin. If sales grow 10% for the year and its FCF margin is affected by the $21.5 billion in increased operating costs, the company could generate $35.2 billion in free cash flow.With no stock price appreciation, this would value the stock at 17.2 times 2022 free cash flow. This valuation is still lower than it's been at any time Meta's been a public company and is cheap compared to other companies in the market.FB Price to Free Cash Flow data by YChartsTo add another factor to Meta's value proposition, it has been aggressively repurchasing shares. Doing this, it is making each share more valuable by retiring old shares. This catalyst will further decrease its valuation by reducing the number of shares outstanding. With Meta repurchasing more than $44 billion in stock last year, the company could repeat that program in 2022 and lower shares outstanding by about 7%.When is the best time to buy?Meta Platforms may be facing some headwinds, but the company is one of the most financially powerful in the world, with solid cash flow generation and more than $44 billion in cash with no debt on the balance sheet. The market doesn't leave bargains around like this very often, and investors should act accordingly. Alternatively, you could also wait until Q1 earnings are reported on April 27, but any positive news will likely send this stock soaring, as it has only experienced negative headlines recently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0},"content":"Buy dip keep upsIde Take profits","text":"Buy dip keep upsIde Take profits","html":"Buy dip keep upsIde Take profits"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916370964,"gmtCreate":1664520419259,"gmtModify":1676537470909,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Alphabet&nbsp;","listText":"Alphabet&nbsp;","text":"Alphabet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916370964","repostId":"1121656018","repostType":4,"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903785135,"gmtCreate":1659074786827,"gmtModify":1676536254661,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy and hold&nbsp;","listText":"Buy and hold&nbsp;","text":"Buy and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903785135","repostId":"2254341339","repostType":4,"repost":{"id":"2254341339","pubTimestamp":1659066644,"share":"https://www.laohu8.com/m/news/2254341339?lang=&edition=full","pubTime":"2022-07-29 11:50","market":"us","language":"en","title":"5 Monster Growth Stocks Begging to Be Bought","url":"https://stock-news.laohu8.com/highlight/detail?id=2254341339","media":"Motley Fool","summary":"Growth stocks won't be out of favor forever, and these companies could lead the comeback when it begins.","content":"<html><head></head><body><p>Make no mistake -- it&#39;s been a tough year for growth stocks. The growth-heavy <b>Nasdaq</b> <b>Composite</b> <b>Index</b> is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their all-time highs.</p><p>That said, growth stocks won&#39;t be out of favor forever. And when they start roaring back to life, investors will want to own the best names.</p><p>I see these five growth stocks as solid candidates to lead this now-out-of-favor group back to its former heights.</p><h2><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications</h2><p>Most of us became acquainted with  <b>Zoom Video Communications</b> during the pandemic as all manner of interactions shifted from in-person to online. However, Zoom isn&#39;t simply a pandemic one-hit-wonder. It&#39;s profitable and generated $1.5 billion in free cash flow over the last 12 months. It even boasts a solid return on equity of 24.5%.</p><p>What&#39;s more, analysts expect Zoom to grow steadily over the next two years. Consensus estimates are for the company to increase revenues by between 11% and 13%. That&#39;s a far cry from the more than 300% revenue growth the company delivered in 2020 and 2021, but those rates were never sustainable for the long term.</p><p>Trading at a price-to-earnings ratio of 25.8, Zoom is the cheapest it&#39;s been in years. Investors should take notice.</p><h2>Spotify Technology</h2><p>The number of monthly active users of <b>Spotify Technology</b>&#39;s audio streaming service grew 19% year over year in the first quarter to 428 million. Premium subscriptions totaled 182 million, up 15%.</p><p>Despite that solid growth in its key metrics, its shares are down 52% year to date amid the tech sector rout. In Spotify&#39;s case, the selloff seems overdone, and Chief Executive Officer Daniel Ek must agree: He bought $50 million worth of Spotify shares in May. Needless to say, he&#39;ll be motivated to deliver a solid quarter when the company reports earnings on Wednesday.</p><h2>Tesla</h2><p><b>Tesla</b> certainly meets the definition of a monster growth stock. Despite supply chain challenges, it continues to ramp up its electric vehicle (EV) production, boosting its revenue and earnings.</p><p>Tesla reported another solid quarter last week. Revenue in Q2 surged 42% year over year to $16.9 billion, though that was slightly below estimates. However, its adjusted earnings per share of $2.27 beat the consensus expectation of $1.81.</p><h2>Lululemon Athletica</h2><p>Most consumers know <b>Lululemon Athletica</b> for its premium yoga apparel, but the retailer&#39;s diversifying its product offerings. It expanded into the footwear category in its most recent quarter with the launch of its Blissfeel running shoe. Its men&#39;s apparel segment registered a three-year compound annual growth rate of 30%, outpacing the women&#39;s apparel segment, which grew at a 24% clip.</p><p>Its revenue growth indicates that Lululemon continues to find new customers, and its impressive 38% return on equity and 21.6% operating margin give me confidence in management.</p><h2>Duolingo</h2><p><b>Duolingo</b> helps people of all ages learn new languages by utilizing gamification -- making the daunting task easier by dividing it into small, manageable, and fun levels. Along the way, users of the app are rewarded with shareable badges to show off their progress.</p><p>With a market cap of only $3.7 billion, Duolingo is relatively small, and its focus at this stage is still on growing its user base and revenue. As of the end of Q1 (its most recently reported quarter), Duolingo had 49.2 million monthly active users and 2.9 million paid subscribers.</p><p>The company generated $276 million in revenue over the last four reported quarters and is growing revenue by 47% year over year. What&#39;s more, analysts expect its revenue to grow by 41% in 2022 and 27% next year.</p><p>It&#39;s not for the faint of heart, but Duolingo is a name investors should keep in mind when looking for a long-term growth stock to add to their portfolio.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Monster Growth Stocks Begging to Be Bought</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Monster Growth Stocks Begging to Be Bought\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Make no mistake -- it's been a tough year for growth stocks. The growth-heavy Nasdaq Composite Index is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LULU":"lululemon athletica","TSLA":"特斯拉","ZM":"Zoom","SPOT":"Spotify Technology S.A."},"source_url":"https://www.fool.com/investing/2022/07/28/5-monster-growth-stocks-begging-to-be-bought/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254341339","content_text":"Make no mistake -- it's been a tough year for growth stocks. The growth-heavy Nasdaq Composite Index is down 24% year to date, and some individual companies are down 50%, 60%, or even 80% from their all-time highs.That said, growth stocks won't be out of favor forever. And when they start roaring back to life, investors will want to own the best names.I see these five growth stocks as solid candidates to lead this now-out-of-favor group back to its former heights.Zoom Video CommunicationsMost of us became acquainted with  Zoom Video Communications during the pandemic as all manner of interactions shifted from in-person to online. However, Zoom isn't simply a pandemic one-hit-wonder. It's profitable and generated $1.5 billion in free cash flow over the last 12 months. It even boasts a solid return on equity of 24.5%.What's more, analysts expect Zoom to grow steadily over the next two years. Consensus estimates are for the company to increase revenues by between 11% and 13%. That's a far cry from the more than 300% revenue growth the company delivered in 2020 and 2021, but those rates were never sustainable for the long term.Trading at a price-to-earnings ratio of 25.8, Zoom is the cheapest it's been in years. Investors should take notice.Spotify TechnologyThe number of monthly active users of Spotify Technology's audio streaming service grew 19% year over year in the first quarter to 428 million. Premium subscriptions totaled 182 million, up 15%.Despite that solid growth in its key metrics, its shares are down 52% year to date amid the tech sector rout. In Spotify's case, the selloff seems overdone, and Chief Executive Officer Daniel Ek must agree: He bought $50 million worth of Spotify shares in May. Needless to say, he'll be motivated to deliver a solid quarter when the company reports earnings on Wednesday.TeslaTesla certainly meets the definition of a monster growth stock. Despite supply chain challenges, it continues to ramp up its electric vehicle (EV) production, boosting its revenue and earnings.Tesla reported another solid quarter last week. Revenue in Q2 surged 42% year over year to $16.9 billion, though that was slightly below estimates. However, its adjusted earnings per share of $2.27 beat the consensus expectation of $1.81.Lululemon AthleticaMost consumers know Lululemon Athletica for its premium yoga apparel, but the retailer's diversifying its product offerings. It expanded into the footwear category in its most recent quarter with the launch of its Blissfeel running shoe. Its men's apparel segment registered a three-year compound annual growth rate of 30%, outpacing the women's apparel segment, which grew at a 24% clip.Its revenue growth indicates that Lululemon continues to find new customers, and its impressive 38% return on equity and 21.6% operating margin give me confidence in management.DuolingoDuolingo helps people of all ages learn new languages by utilizing gamification -- making the daunting task easier by dividing it into small, manageable, and fun levels. Along the way, users of the app are rewarded with shareable badges to show off their progress.With a market cap of only $3.7 billion, Duolingo is relatively small, and its focus at this stage is still on growing its user base and revenue. As of the end of Q1 (its most recently reported quarter), Duolingo had 49.2 million monthly active users and 2.9 million paid subscribers.The company generated $276 million in revenue over the last four reported quarters and is growing revenue by 47% year over year. What's more, analysts expect its revenue to grow by 41% in 2022 and 27% next year.It's not for the faint of heart, but Duolingo is a name investors should keep in mind when looking for a long-term growth stock to add to their portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059342813,"gmtCreate":1654306520532,"gmtModify":1676535428543,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Wait and see","listText":"Wait and see","text":"Wait and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9059342813","repostId":"2240220809","repostType":4,"repost":{"id":"2240220809","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1654305242,"share":"https://www.laohu8.com/m/news/2240220809?lang=&edition=full","pubTime":"2022-06-04 09:14","market":"us","language":"en","title":"Biden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort","url":"https://stock-news.laohu8.com/highlight/detail?id=2240220809","media":"Dow Jones","summary":"President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a \"super bad feeling\" about the economy.Bid","content":"<html><head></head><body><p>President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a &#34;super bad feeling&#34; about the economy.</p><p>Biden responded to the question by saying companies such as Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Chrysler&#39;s parent (STLA.MI) were making investments in the U.S. economy.</p><p>&#34;So you know, lots of luck on his trip to the moon,&#34; the president said, referring to the SpaceX and Tesla boss.</p><p>Musk said in an email to executives at Tesla that he had a &#34;super bad feeling&#34; about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.</p><p>The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president &#34;for reasons unknown&#34; is &#34;unable to say the word &#39;Tesla.&#39;&#34;</p><p>Biden&#39;s remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country&#39;s job market.</p><p>In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.</p><p>Friday&#39;s employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.</p><p>The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.</p><p>&#34;We aren&#39;t likely to see the kind of blockbuster job reports month after month like we had over this past year, but that&#39;s a good thing,&#34; Biden said.</p><p>&#34;That&#39;s a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I&#39;ve been very clear that fight inflation is my top economic priority.&#34;</p><p>U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&amp;P 500 down about 14%, as investors fret about inflation, the Federal Reserve&#39;s interest-rate hikes and the potential for a recession.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden Dismisses Elon Musk \"Super Bad Feeling\" on Economy With Moon Retort\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-04 09:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a &#34;super bad feeling&#34; about the economy.</p><p>Biden responded to the question by saying companies such as Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, Intel <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> and Chrysler&#39;s parent (STLA.MI) were making investments in the U.S. economy.</p><p>&#34;So you know, lots of luck on his trip to the moon,&#34; the president said, referring to the SpaceX and Tesla boss.</p><p>Musk said in an email to executives at Tesla that he had a &#34;super bad feeling&#34; about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.</p><p>The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president &#34;for reasons unknown&#34; is &#34;unable to say the word &#39;Tesla.&#39;&#34;</p><p>Biden&#39;s remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country&#39;s job market.</p><p>In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.</p><p>Friday&#39;s employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.</p><p>The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.</p><p>&#34;We aren&#39;t likely to see the kind of blockbuster job reports month after month like we had over this past year, but that&#39;s a good thing,&#34; Biden said.</p><p>&#34;That&#39;s a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I&#39;ve been very clear that fight inflation is my top economic priority.&#34;</p><p>U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&amp;P 500 down about 14%, as investors fret about inflation, the Federal Reserve&#39;s interest-rate hikes and the potential for a recession.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4533":"AQR资本管理(全球第二大对冲基金)","F":"福特汽车","BK4511":"特斯拉概念","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","INTC":"英特尔","BK4581":"高盛持仓","STLA":"Stellantis NV","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240220809","content_text":"President Joe Biden on Friday sounded dismissive when a reporter asked him about a much-discussed report that billionaire entrepreneur Elon Musk said he had a \"super bad feeling\" about the economy.Biden responded to the question by saying companies such as Ford $(F)$, Intel $(INTC)$ and Chrysler's parent (STLA.MI) were making investments in the U.S. economy.\"So you know, lots of luck on his trip to the moon,\" the president said, referring to the SpaceX and Tesla boss.Musk said in an email to executives at Tesla that he had a \"super bad feeling\" about the economy, and that employee headcount at the electric-vehicles giant needed to be cut by 10%, according to a Reuters report.The Biden administration and Musk have been at odds repeatedly, with the entrepreneur once tweeting that the president \"for reasons unknown\" is \"unable to say the word 'Tesla.'\"Biden's remarks came after he gave a speech in Rehoboth Beach, Del., about the latest reading on the country's job market.In that address,  the president characterized the jobs report as encouraging for Americans dealing with high inflation.Friday's employment report showed the U.S. added 390,000 new jobs in May, above forecasts for 328,000, signaling the labor market and broader economy are still going strong despite high inflation.The increase in employment was the smallest in 13 months, and the unemployment rate was unchanged at 3.6%.\"We aren't likely to see the kind of blockbuster job reports month after month like we had over this past year, but that's a good thing,\" Biden said.\"That's a sign of a healthy economy with steady growth, rising wages for working families, everyday costs easing up, and shrinking the deficit. That stability puts us in a strong position to tackle what is clearly a problem -- inflation. I've been very clear that fight inflation is my top economic priority.\"U.S. stocks lost ground Friday, with the tech sector  leading the way south following the news that Tesla may be considering job cuts. The main equity gauges have tumbled this year, with the S&P 500 down about 14%, as investors fret about inflation, the Federal Reserve's interest-rate hikes and the potential for a recession.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019270714,"gmtCreate":1648604172379,"gmtModify":1676534363049,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Hope it will continue to go up&nbsp;","listText":"Hope it will continue to go up&nbsp;","text":"Hope it will continue to go up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019270714","repostId":"2223587811","repostType":4,"repost":{"id":"2223587811","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1648594673,"share":"https://www.laohu8.com/m/news/2223587811?lang=&edition=full","pubTime":"2022-03-30 06:57","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict","url":"https://stock-news.laohu8.com/highlight/detail?id=2223587811","media":"Reuters","summary":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.9","content":"<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Rallies on Hopes Russia, Ukraine Can Resolve Conflict\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-30 06:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>U.S. 2-yr/10-yr Treasury yield curve inverts</li><li>Ukraine-Russia meeting ends with some progress</li><li>Dow up 0.97%, S&amp;P 500 up 1.23%, Nasdaq up 1.84%</li></ul><p>(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&amp;P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.</p><p>Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.</p><p>&#34;If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,&#34; said Art Hogan, chief market strategist at National Securities in New York.</p><p>&#34;It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.&#34;</p><p>The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&amp;P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.</p><p>After a dismal start to the year for stocks that saw the S&amp;P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.</p><p>Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.</p><p>&#34;While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,&#34; said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.</p><p>After slumping more than 2% on Monday, the S&amp;P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.</p><p>As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.</p><p>But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.</p><p>Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.</p><p><a href=\"https://laohu8.com/S/FDX\">FedEx Corp </a> gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read more</p><p>Volume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","DXD":"道指两倍做空ETF","UDOW":"道指三倍做多ETF-ProShares","BK4127":"投资银行业与经纪业",".DJI":"道琼斯","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","QLD":"纳指两倍做多ETF","TQQQ":"纳指三倍做多ETF","FDX":"联邦快递","BK4533":"AQR资本管理(全球第二大对冲基金)","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","BK4131":"航空货运与物流","RJF":"瑞杰金融","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","QID":"纳指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2223587811","content_text":"U.S. 2-yr/10-yr Treasury yield curve invertsUkraine-Russia meeting ends with some progressDow up 0.97%, S&P 500 up 1.23%, Nasdaq up 1.84%(Reuters) - U.S. stocks rose on Tuesday, with the Dow and S&P notching their fourth straight session of gains, on optimism some progress was being made toward a deal to resolve the conflict between Russia and Ukraine.Prices eased for oil and other commodities, helping calm concerns about rising inflation and the path of monetary policy by the Federal Reserve, which has started hiking interest rates to combat rising prices.\"If you look over the course of the month this war has been going on, the market has priced in much more bad news than good news,\" said Art Hogan, chief market strategist at National Securities in New York.\"It certainly shows the market has a natural coiled spring that will be a reaction function to any good news and we saw a bit of that this morning, but everything will have to be taken with a grain of salt and we will have to see things actually play out versus being actually talked about.\"The Dow Jones Industrial Average (.DJI) rose 338.3 points, or 0.97%, to 35,294.19, the S&P 500 (.SPX) gained 56.08 points, or 1.23%, to 4,631.6 and the Nasdaq Composite (.IXIC) added 264.73 points, or 1.84%, to 14,619.64.After a dismal start to the year for stocks that saw the S&P 500 fall into a correction, commonly referred to as a drop of more than 10% from its most recent high, the benchmark index is now down less than 3% on the year.Still, there were signs of market nervousness that the Fed could make a policy mistake that leads to a slowdown, or possibly a recession, in the economy as the widely tracked U.S. 2-year/10-year Treasury inverted for the first time since September 2019.\"While I think the ultimate result of an aggressive Fed tightening cycle is a recession, I do not expect it to occur quickly. Historically speaking, all recessions are preceded by 2s10s inversions, but not all inversions result in recessions,\" said Ellis Phifer, managing director, fixed income research, at Raymond James in Memphis, Tennessee.After slumping more than 2% on Monday, the S&P energy index (.SPNY) was the only declining sector as crude prices fell more than 1%.As the conflict in Ukraine has escalated in recent weeks, already rising prices saw more upward pressure on commodities such as wheat, energy and metals.But even with the recent surge in inflation, data on Tuesday showed U.S. consumer confidence rebounded from a one-year low in March, while the current labor environment favors workers.Real estate (.SPLRCR), up nearly 3% on the session, was the best performing sector, which indicates some investors may see inflation remaining but no recession on the horizon. It was the biggest one-day percentage gain for the group since Jan. 28.FedEx Corp  gained 3.70% after the global delivery conglomerate named operating chief Raj Subramaniam as its top boss. read moreVolume on U.S. exchanges was 13.22 billion shares, compared with the 14 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 4.20-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored advancers.The S&P 500 posted 51 new 52-week highs and no new lows; the Nasdaq Composite recorded 71 new highs and 38 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035437992,"gmtCreate":1647652898460,"gmtModify":1676534255522,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"How long can continue going up ?","listText":"How long can continue going up ?","text":"How long can continue going up ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035437992","repostId":"2220484770","repostType":4,"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035964206,"gmtCreate":1647488208865,"gmtModify":1676534236765,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Good for company prospect and share price&nbsp;","listText":"Good for company prospect and share price&nbsp;","text":"Good for company prospect and share price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035964206","repostId":"1155137082","repostType":4,"repost":{"id":"1155137082","pubTimestamp":1647487261,"share":"https://www.laohu8.com/m/news/1155137082?lang=&edition=full","pubTime":"2022-03-17 11:21","market":"us","language":"en","title":"Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155137082","media":"Barrons","summary":"Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and no","content":"<html><head></head><body><p>Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday.</p><p>Berkshire Hathaway (ticker: BRK/A, BRK/B) purchased 18.1 million shares from Monday through Wednesday to bring its stake to 136.4 million shares, a 14.6% interest in Occidental Petroleum (OXY).</p><p>Berkshire, led by CEO Warren Buffett, has been on an uncharacteristically aggressive buying spree involving Occidental. Berkshire has bought more than 100 million shares since March 2. The buying has spurred speculation that Buffett may ultimately want to purchase the entire company.</p><p>Buffett, who oversees Berkshire’s $350 billion equity portfolio, normally accumulates stakes in companies quietly over time.</p><p>It’s unusual for Buffett to be so aggressive and public about his purchases. As a holder of more than 10% of Occidental, Berkshire must report any changes in its stake publicly within two business days through a Form 4 filing with the Securities and Exchange Commission. Berkshire paid in a range of about $53 to $55 a share for the latest batch of Occidental stock, which ended Wednesday at $52.99, down 2.8% on the day.</p><p>Berkshire shares hit a record Wednesday with the Class A stock ending at $504,036, up 1.2%, in the first close above the $500,000 mark. The stock stood at around $20 when Buffett took control of the company in 1965. Berkshire’s Class B shares ended at $336.11, up 1.1%.</p><p>Buffett knows Occidental well. Berkshire bought $10 billion of Occidental preferred stock paying a lush 8% dividend in 2019 when Occidental CEO Vicki Holub was seeking quick financing during a bidding war with Chevron for Anadarko Petroleum. Occidental won due in part to the Berkshire financing.</p><p>Berkshire got 83.9 million warrants to buy Occidental stock as part of that deal. They have an exercise price of $59.62 a share.</p><p>Occidental produces about 1.2 million barrels of oil equivalent daily and has been an industry leader in carbon capture. The company was burdened by high debt from its 2019 purchase of Anadarko Petroleum, but it has been rapidly paying that down thanks to the rally in energy prices. Occidental CEO Holub said in February that the company aims to get its net debt down to under $25 billion by the end of the first quarter. The shares are up from a low of under $10 in 2020.</p><p>Buffett doesn’t tend to like pricey stocks. Occidental trades for around 11 times projected 2022 earnings, but the company’s profits are highly sensitive to energy prices. He also has no qualms about owning energy companies, unlike some socially conscious investors.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday....</p>\n\n<a href=\"https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155137082","content_text":"Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday.Berkshire Hathaway (ticker: BRK/A, BRK/B) purchased 18.1 million shares from Monday through Wednesday to bring its stake to 136.4 million shares, a 14.6% interest in Occidental Petroleum (OXY).Berkshire, led by CEO Warren Buffett, has been on an uncharacteristically aggressive buying spree involving Occidental. Berkshire has bought more than 100 million shares since March 2. The buying has spurred speculation that Buffett may ultimately want to purchase the entire company.Buffett, who oversees Berkshire’s $350 billion equity portfolio, normally accumulates stakes in companies quietly over time.It’s unusual for Buffett to be so aggressive and public about his purchases. As a holder of more than 10% of Occidental, Berkshire must report any changes in its stake publicly within two business days through a Form 4 filing with the Securities and Exchange Commission. Berkshire paid in a range of about $53 to $55 a share for the latest batch of Occidental stock, which ended Wednesday at $52.99, down 2.8% on the day.Berkshire shares hit a record Wednesday with the Class A stock ending at $504,036, up 1.2%, in the first close above the $500,000 mark. The stock stood at around $20 when Buffett took control of the company in 1965. Berkshire’s Class B shares ended at $336.11, up 1.1%.Buffett knows Occidental well. Berkshire bought $10 billion of Occidental preferred stock paying a lush 8% dividend in 2019 when Occidental CEO Vicki Holub was seeking quick financing during a bidding war with Chevron for Anadarko Petroleum. Occidental won due in part to the Berkshire financing.Berkshire got 83.9 million warrants to buy Occidental stock as part of that deal. They have an exercise price of $59.62 a share.Occidental produces about 1.2 million barrels of oil equivalent daily and has been an industry leader in carbon capture. The company was burdened by high debt from its 2019 purchase of Anadarko Petroleum, but it has been rapidly paying that down thanks to the rally in energy prices. Occidental CEO Holub said in February that the company aims to get its net debt down to under $25 billion by the end of the first quarter. The shares are up from a low of under $10 in 2020.Buffett doesn’t tend to like pricey stocks. Occidental trades for around 11 times projected 2022 earnings, but the company’s profits are highly sensitive to energy prices. He also has no qualms about owning energy companies, unlike some socially conscious investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902645813,"gmtCreate":1659697124834,"gmtModify":1704787104600,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Caution&nbsp;","listText":"Caution&nbsp;","text":"Caution","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902645813","repostId":"1198183547","repostType":4,"repost":{"id":"1198183547","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659691210,"share":"https://www.laohu8.com/m/news/1198183547?lang=&edition=full","pubTime":"2022-08-05 17:20","market":"us","language":"en","title":"Jobs Friday Is Here, The Data Could Show a Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1198183547","media":"Dow Jones","summary":"Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, ref","content":"<html><head></head><body><p>Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.</p><p>The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/d4711f95c440e096841a40f3f7c2b265\" tg-width=\"1052\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p>That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.</p><p>While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.</p><p>For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.</p><p>Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.</p><p>“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jobs Friday Is Here, The Data Could Show a Slowdown</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJobs Friday Is Here, The Data Could Show a Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-05 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.</p><p>The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.</p><p><img src=\"https://static.tigerbbs.com/d4711f95c440e096841a40f3f7c2b265\" tg-width=\"1052\" tg-height=\"650\" width=\"100%\" height=\"auto\"/></p><p>That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.</p><p>While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.</p><p>For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.</p><p>Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.</p><p>“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198183547","content_text":"Jobs growth likely decelerated in July as the broader U.S. labor market showed signs of cooling, reflecting the impact of higher prices, rising interest rates, and a slowing economy.The July jobs report, to be released Friday at 8:30 a.m., will offer the most comprehensive picture yet of just how well the labor market has been able to withstand the Federal Reserve’s aggressive pace of monetary policy tightening and a recent slowdown in consumer spending. Economists are forecasting the U.S. economy added 258,000 jobs last month, consensus expectations show, with the unemployment rate holding steady at 3.6%.That pace would mark a notable slowdown from the previous three-month average of roughly 375,000 jobs added per month. It would still show fairly healthy, positive growth roughly on par with prepandemic levels—the economy was adding roughly 264,000 jobs monthly in the three months ending January 2020—but it would cement a broader trend toward softening throughout the labor market that has become clearer in recent weeks.While the labor market has for months been among the strongest elements—if not the strongest—of a fragile economy, recent government data suggests it could be past its peak. Data this week showed job openings in June falling more than expected and unemployment claims clearly rising.For July, economists also expect average hourly wages to have risen 0.3% over the month, roughly matching last month’s pace and marking a slight slowdown from late 2021 and early this year.Given the strength of job growth and resilience in hiring over the past year, the recent downward trend means the labor market overall still remains strong for now. Some loosening in the labor market is both necessary and expected in order for the Fed to try to rein in inflation, too. And if Friday’s data comes in roughly in line with expectations, Fed Chairman Jerome Powell and members of the central bank’s Federal Open Market Committee will likely welcome the subtle slowdown without adjusting their path forward, economists say.“With inflation still raging and FOMC members, including Chair Powell, acknowledging that an ‘over-tight’ labor market is contributing to price pressures, we suspect the Fed will be undeterred by the recent slowing in activity both inside and outside the labor market,” Wells Fargo economists Sarah House and Michael Pugliese wrote Thursday. “And it will push ahead with raising the fed funds rate to around 4% in the coming months.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025256429,"gmtCreate":1653699173761,"gmtModify":1676535328539,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Buy selectively and in stages&nbsp;","listText":"Buy selectively and in stages&nbsp;","text":"Buy selectively and in stages","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9025256429","repostId":"2238654869","repostType":4,"repost":{"id":"2238654869","pubTimestamp":1653665469,"share":"https://www.laohu8.com/m/news/2238654869?lang=&edition=full","pubTime":"2022-05-27 23:31","market":"us","language":"en","title":"Why Citi Says It’s Finally Time to Start Buying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2238654869","media":"Barrons","summary":"It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts th","content":"<html><head></head><body><p>It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy right now.</p><p>The iShares MSCI ACWI exchange-traded fund (ACWI) has dropped about 14% this year, and for the same reasons the S&amp;P 500 and Dow Jones Industrial Average have fallen as well: High inflation, made worse by commodity restrictions resulting from the Russia-Ukraine conflict, has hurt consumer demand; cost inflation has dented companies’ profit margins; central banks are tightening monetary policy to reduce inflation, moves that will further slow economic growth.</p><p>These issues, which the market is still trying to come to terms with, have recently kept many on Wall Street from recommending stocks. Some market technicians, for instance, recently said the S&amp;P 500 could fall another 10% or more even from its relatively low level.</p><p>But the global equity strategists at Citi have a model, a “bear market checklist,” that currently says buying the market appears relatively safe right now. The model considers 18 subfactors within the broader categories of valuations, bond market indicters, investor sentiment, corporate decisions and financing, profitability, and balance sheets. When close to all 18 subfactors are flashing sell signals, it often means a bear market—defined as a 20% drop—is coming. Fortunately right now, only six of the 18 factors are flashing sell signals. “Our global Bear Market Checklist wants to buy this dip,” writes Robert Buckland, equity strategist at Citi.</p><p>For reference, the current number of sell signals is well below previous readings that preceded bear markets. In March of 2000, 17.5 of the factors indicated a sell, just before a bear market. In October of 2007, 13 signals showed sell just before a bear market.</p><p>Here’s a look at where the signals stand now. First, a few of the negative signals:</p><p>The first ominous sign is the yield curve. The 10-year Treasury yield is just 0.27 percentage points above the 2-year yield. That’s down from a 0.78 percentage point difference to start this year. The narrowing difference means that short-term yields have risen faster than longer-term yields. Currently, that reflects that higher inflation and interest rates today will damage economic demand.</p><p>The other noteworthy sell signal is analyst stock recommendations, which are too bullish for the moment. In fact, aggregate 2022 analyst earnings per share expectations for companies on the MSCI ACWI ETF have risen 2.6% year-to-date, according to FactSet. That’s partly because companies have largely beaten profit forecasts to start the year, and the exact impact of higher rates and inflation on future sales is hard for company analysts to quantify at this stage. So earnings estimates, in time, could come down.</p><p>But there are a host of other positive indicators, 12 of them to be exact. To be sure, the risks to the economy and earnings haven’t gone away, but they may be reflected in stock prices already. Meanwhile, data like improving flows of money into equity funds are signs that buyers are coming back into the market.</p><p>At the very least, it makes some sense to buy a few shares of companies here and there.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Citi Says It’s Finally Time to Start Buying Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Citi Says It’s Finally Time to Start Buying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-27 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy ...</p>\n\n<a href=\"https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/time-to-buy-stock-market-dip-51653596326?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238654869","content_text":"It’s been a long slog this year for the plummeting stock market. Citigroup’s model that forecasts the chances that stocks will head into a bear market shows that the market looks like more of a buy right now.The iShares MSCI ACWI exchange-traded fund (ACWI) has dropped about 14% this year, and for the same reasons the S&P 500 and Dow Jones Industrial Average have fallen as well: High inflation, made worse by commodity restrictions resulting from the Russia-Ukraine conflict, has hurt consumer demand; cost inflation has dented companies’ profit margins; central banks are tightening monetary policy to reduce inflation, moves that will further slow economic growth.These issues, which the market is still trying to come to terms with, have recently kept many on Wall Street from recommending stocks. Some market technicians, for instance, recently said the S&P 500 could fall another 10% or more even from its relatively low level.But the global equity strategists at Citi have a model, a “bear market checklist,” that currently says buying the market appears relatively safe right now. The model considers 18 subfactors within the broader categories of valuations, bond market indicters, investor sentiment, corporate decisions and financing, profitability, and balance sheets. When close to all 18 subfactors are flashing sell signals, it often means a bear market—defined as a 20% drop—is coming. Fortunately right now, only six of the 18 factors are flashing sell signals. “Our global Bear Market Checklist wants to buy this dip,” writes Robert Buckland, equity strategist at Citi.For reference, the current number of sell signals is well below previous readings that preceded bear markets. In March of 2000, 17.5 of the factors indicated a sell, just before a bear market. In October of 2007, 13 signals showed sell just before a bear market.Here’s a look at where the signals stand now. First, a few of the negative signals:The first ominous sign is the yield curve. The 10-year Treasury yield is just 0.27 percentage points above the 2-year yield. That’s down from a 0.78 percentage point difference to start this year. The narrowing difference means that short-term yields have risen faster than longer-term yields. Currently, that reflects that higher inflation and interest rates today will damage economic demand.The other noteworthy sell signal is analyst stock recommendations, which are too bullish for the moment. In fact, aggregate 2022 analyst earnings per share expectations for companies on the MSCI ACWI ETF have risen 2.6% year-to-date, according to FactSet. That’s partly because companies have largely beaten profit forecasts to start the year, and the exact impact of higher rates and inflation on future sales is hard for company analysts to quantify at this stage. So earnings estimates, in time, could come down.But there are a host of other positive indicators, 12 of them to be exact. To be sure, the risks to the economy and earnings haven’t gone away, but they may be reflected in stock prices already. Meanwhile, data like improving flows of money into equity funds are signs that buyers are coming back into the market.At the very least, it makes some sense to buy a few shares of companies here and there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028757436,"gmtCreate":1653283808025,"gmtModify":1676535253855,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Hopefully bring positive effect on stock price&nbsp;","listText":"Hopefully bring positive effect on stock price&nbsp;","text":"Hopefully bring positive effect on stock price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028757436","repostId":"1126049730","repostType":4,"repost":{"id":"1126049730","pubTimestamp":1653273553,"share":"https://www.laohu8.com/m/news/1126049730?lang=&edition=full","pubTime":"2022-05-23 10:39","market":"us","language":"en","title":"Tesla Said To Have Introduced A Second Shift At This Gigafactory","url":"https://stock-news.laohu8.com/highlight/detail?id=1126049730","media":"Benzinga","summary":"Tesla Inc has introduced a second shift at its Giga Berlin factory last Friday, electric vehicle new","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a> has introduced a second shift at its <b>Giga Berlin</b> factory last Friday, electric vehicle news website Tesmanian.com reported, citing people familiar with the matter.</p><p>What Happened: The second shift at the recently opened factory will help lift production amid the growing demand for Tesla vehicles.</p><p>Giga Berlin opened on March 22 and is Tesla’s first big factory in Europe. Production at the factory has ramped up slower than expected due to “disruption in the supply of components from China”, although the situation is beginning to improve, the report said.</p><p>The components for the production of Tesla&#39;s Model Y in Germany have begun to arrive as Chinese enterprises emerge from a month-long coronavirus lockdown.</p><p>Tesla did not immediately respond to Benzinga’s request for comment.</p><p>Why It Matters: CEO Elon Musk in April warned that Tesla’s second-quarter production would be slightly lower than the first with the possibility that it could likely “pull out a rabbit of its hat” and ensure higher output.</p><p>The world’s richest man said Tesla&#39;s production would be substantially higher in the third and the fourth quarters.</p><p>Tesla’s two new factories — Giga Berlin and Giga Texas — are expected to offset production disruptions this quarter.</p><p>Price Action: Tesla shares closed 6.4% lower at $663.9 on Friday.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Said To Have Introduced A Second Shift At This Gigafactory</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Said To Have Introduced A Second Shift At This Gigafactory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/05/27340475/teslas-giga-berlin-said-to-have-introduced-a-second-shift-from-friday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc has introduced a second shift at its Giga Berlin factory last Friday, electric vehicle news website Tesmanian.com reported, citing people familiar with the matter.What Happened: The second ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/05/27340475/teslas-giga-berlin-said-to-have-introduced-a-second-shift-from-friday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/05/27340475/teslas-giga-berlin-said-to-have-introduced-a-second-shift-from-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126049730","content_text":"Tesla Inc has introduced a second shift at its Giga Berlin factory last Friday, electric vehicle news website Tesmanian.com reported, citing people familiar with the matter.What Happened: The second shift at the recently opened factory will help lift production amid the growing demand for Tesla vehicles.Giga Berlin opened on March 22 and is Tesla’s first big factory in Europe. Production at the factory has ramped up slower than expected due to “disruption in the supply of components from China”, although the situation is beginning to improve, the report said.The components for the production of Tesla's Model Y in Germany have begun to arrive as Chinese enterprises emerge from a month-long coronavirus lockdown.Tesla did not immediately respond to Benzinga’s request for comment.Why It Matters: CEO Elon Musk in April warned that Tesla’s second-quarter production would be slightly lower than the first with the possibility that it could likely “pull out a rabbit of its hat” and ensure higher output.The world’s richest man said Tesla's production would be substantially higher in the third and the fourth quarters.Tesla’s two new factories — Giga Berlin and Giga Texas — are expected to offset production disruptions this quarter.Price Action: Tesla shares closed 6.4% lower at $663.9 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9085662755,"gmtCreate":1650689907525,"gmtModify":1676534778187,"author":{"id":"4108976279272700","authorId":"4108976279272700","name":"Carolq","avatar":"https://community-static.tradeup.com/news/a323d71bf71b538e65538ddb2681b97e","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Can buy baba and hold&nbsp;","listText":"Can buy baba and hold&nbsp;","text":"Can buy baba and hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9085662755","repostId":"2229416577","repostType":4,"repost":{"id":"2229416577","pubTimestamp":1650684004,"share":"https://www.laohu8.com/m/news/2229416577?lang=&edition=full","pubTime":"2022-04-23 11:20","market":"us","language":"en","title":"Alibaba Vs. Amazon Stock: Back To Fundamentals","url":"https://stock-news.laohu8.com/highlight/detail?id=2229416577","media":"seekingalpha","summary":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.</li><li>A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.</li><li>Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.</li><li>Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8b5ac1c4e34f0e556f966ee340d8118\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>alexsl/iStock Unreleased via Getty Images</span></p><p><b>Thesis</b></p><p>The stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.</p><p>And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,</p><ul><li>BABA&#39;s stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN&#39;s stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.</li><li>As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA&#39;s EBIT profit margin is almost twice that of Amazon - not only shows BABA&#39;s superior profitability (and AMZN&#39;s concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&amp;D output, return on capital employed, and growth potential.</li><li>Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc32a62854da273e12174d4c8743211\" tg-width=\"640\" tg-height=\"229\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9307ef042b92a9964176e9d55e850efc\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Both R&amp;D aggressively but BABA enjoys way better yield</b></p><p>As mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D <i>process</i>.</p><p>So let&#39;s first see how well and sustainably BABA and AMZN can fund their new R&amp;D efforts. The short answer is: Extremely well. The next chart shows the R&amp;D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&amp;D in recent years. AMZN didn&#39;t spend meaningfully on R&amp;D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&amp;D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7e323032c8f5c21cefbaad05f431d0\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Author based on Seeking Alpha data</span></p><p>Then the next question is, how effective is their R&amp;D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett&#39;s $1 test on R&amp;D expenses. Advised by Buffett, we do not only listen to CEOs&#39; pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN&#39;s cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:</p><blockquote><ul><li><i>The purpose of any corporate R&amp;D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&amp;D expenditures. We used the operating cash flow as the measure for profit.</i></li><li><i>Also, most R&amp;D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&amp;D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.</i></li></ul></blockquote><p>As you can see, the R&amp;D yield for both has been remarkably consistent although at different levels. In BABA&#39;s case, its R&amp;D yield has been steady around an average of $3.3 in recent years. This level of R&amp;D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&amp;D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&amp;D yield in this group is Apple (AAPL), which generates an R&amp;D yield of $4.7 of profit output from every $1 of R&amp;D expenses.</p><p>AMZN&#39;s R&amp;D yield of $0.9, on the other hand, is substantially lower than BABA&#39;s and is also the lowest among the FAAMG group. And note that since AMZN didn&#39;t spend meaningfully on R&amp;D before 2016, we only started reporting its R&amp;D yield starting in 2016.</p><p>Next, we will examine their profitability to fuel their R&amp;D efforts sustainably and also dive into some of the specific R&amp;D efforts they are undertaking.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/900e44a75dee8b7ca4ba98a4fd84fe9f\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>BABA enjoys far superior profitability</b></p><p>As explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:</p><blockquote><i>ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is &#34;simply&#34; the product of ROCE and reinvestment rate, i.e.,</i></blockquote><blockquote><i>Long-Term Growth Rate = ROCE * Reinvestment Rate</i></blockquote><p>The ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China&#39;s tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.</p><p>AMZN&#39;s ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it&#39;s not comparable to BABA or other overachievers in the FAANG pack.</p><p>Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8056d3adecb25ebef04479bb04307ec3\" tg-width=\"640\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Growth prospects and final verdict</b></p><p>Looking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it&#39;s easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it&#39;s projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6158c888029f44a73ed791c390065540\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>OBERLO data</span></p><p>I also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure &#34;pay per use&#34; model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA&#39;s case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&amp;D yield and high ROCE. Similarly, AMZN&#39;s AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN&#39;s also announced the planned $8.45 billion purchase of MGM Movie Studios, and I&#39;m optimistic about the synergies with its streaming businesses.</p><p>Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world&#39;s unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.</p><p>Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&amp;D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/609b820dedf6ed23d5ddfd1ed92b9515\" tg-width=\"640\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Author</span></p><p><b>Risks</b></p><p>I do not think there is a need to repeat BABA&#39;s risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.</p><p>For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (&#34;FCF&#34;) deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/963ea4489df1ce587e26c13d870e7326\" tg-width=\"640\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>AMZN 2021 Q4 earnings release</span></p><p><b>Summary and final thoughts</b></p><p>The stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.</p><p>The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,</p><ul><li>The current market valuation has already priced in all the risks surrounding BABA. BABA&#39;s price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.</li><li>Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&amp;D efforts, but BABA enjoys a far better yield.</li><li>I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.</li></ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Vs. Amazon Stock: Back To Fundamentals</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Vs. Amazon Stock: Back To Fundamentals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-23 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an ...</p>\n\n<a href=\"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4502993-alibaba-vs-amazon-back-to-fundamentals","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2229416577","content_text":"SummaryThe stock market is notorious for completely ignoring business fundamentals at its extremes: Either extreme greed or extreme fear.A comparison between Alibaba and Amazon serves as an illustrating example of both of these extremes.Alibaba now is completely dominated by fear, and its superior fundamentals are completely ignored by the market.Amazon, on the other hand, despite its inferior profitability and mounting cash flow issues, trades at a considerable premium, not only relative to Alibaba but also to the overall market.alexsl/iStock Unreleased via Getty ImagesThesisThe stock market is notorious for completely ignoring business fundamentals at both the greed and feel extreme, as illustrated by the current conditions of Alibaba (NYSE:BABA) and Amazon (NASDAQ:AMZN). The contrast between these two stocks is so stark that it not only serves to show a specific investment opportunity but also serves as a general example of market psychology. Admittedly, these two stocks are not entirely comparable and there are certainly differences. Some of the uncertainties and risks faced by BABA are not shared by AMZN.And my thesis here is that the current market valuation has already priced in all the risks surrounding BABA. More specifically,BABA's stock price has recently become dominated by market sentiment and disconnected from fundamentals. Its stock prices easily fluctuated 10%-plus in a few days or even a single day recently in response to news and sentiments that may or may not have direct relevance to its business fundamentals. On the other hand, AMZN's stock price seemed to be immune from news and fundamentals. It has been trading sideways in a narrow range (and at an elevated valuation) despite its mounting cash flow issues and all the geopolitical and macroeconomic risks.As shown in the next chart, both BABA and AMZN are valued at about 1.8x and 3.2x price to sales ratio, respectively, a discount by almost a factor of 2x (1.8x to be exact). As we look deeper next, the discount becomes even larger than on the surface. The second chart compares the profit margin between BABA and Amazon. BABA's EBIT profit margin is almost twice that of Amazon - not only shows BABA's superior profitability (and AMZN's concerning and deteriorating profitability) but also further highlights the valuation gap. The sales of BABA should be worth about 2x as valuable as that of AMZN because of the higher margin, but the current valuation is the opposite. And as you were seeing the remainder of this article, BABA also enjoys superior fundamentals in other keys aspects, such as R&D output, return on capital employed, and growth potential.Finally, aside from their drastically different valuations, there are many comparable aspects between these two e-commerce giants. And a comparison between them could also provide insights into the evolving e-commerce landscape. Comparing what they are researching and developing gives us a peek at the future investment direction in this space.Seeking AlphaSeeking AlphaBoth R&D aggressively but BABA enjoys way better yieldAs mentioned in our earlier writings, we do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we are more focused on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D process.So let's first see how well and sustainably BABA and AMZN can fund their new R&D efforts. The short answer is: Extremely well. The next chart shows the R&D expenses of BABA and AMZN over the past decade. As seen, both have been consistently investing heavily in R&D in recent years. AMZN didn't spend meaningfully on R&D before 2016. But since 2016, AMZN on average has been spending about 12% of its total revenue on R&D efforts. And BABA spends a bit less, on average 10%. Both levels are consistent with the average of other overachievers in the tech space, such as the FAAMG group.Author based on Seeking Alpha dataThen the next question is, how effective is their R&D process? This is where the contrast kicks in as shown in the next chart. The chart shows a variation of Buffett's $1 test on R&D expenses. Advised by Buffett, we do not only listen to CEOs' pitches on their brilliant new ideas that will shake the earth (again). We also examine the financials to see if their words are corroborated by the numbers. And in BABA and AMZN's cases, their numbers are shown here. The analysis method is detailed in our earlier writings and in summary:The purpose of any corporate R&D is obviously to generate profit. Therefore, this analysis quantifies the yield by taking the ratio between profit and R&D expenditures. We used the operating cash flow as the measure for profit.Also, most R&D investments do not produce any result in the same year. They typically have a lifetime of a few years. Therefore, this analysis assumes a three-year average investment cycle for R&D. And as a result, we used the three-year moving average of operating cash flow to represent this three-year cycle.As you can see, the R&D yield for both has been remarkably consistent although at different levels. In BABA's case, its R&D yield has been steady around an average of $3.3 in recent years. This level of R&D yield is very competitive even among the overachieving FAAMG group. The FAAMG group boasts an average R&D yield of around $2 to $2.5 in recent years. And the only one that generates a significantly high R&D yield in this group is Apple (AAPL), which generates an R&D yield of $4.7 of profit output from every $1 of R&D expenses.AMZN's R&D yield of $0.9, on the other hand, is substantially lower than BABA's and is also the lowest among the FAAMG group. And note that since AMZN didn't spend meaningfully on R&D before 2016, we only started reporting its R&D yield starting in 2016.Next, we will examine their profitability to fuel their R&D efforts sustainably and also dive into some of the specific R&D efforts they are undertaking.AuthorBABA enjoys far superior profitabilityAs explained in our earlier writings, to us, the most important profitability measure is ROCE (return on capital employed) because:ROCE considers the return of capital ACTUALLY employed and therefore provides insight into how much additional capital a business needs to invest in order to earn a given extra amount of income - a key to estimating the long-term growth rate. Because when we think as long-term business owners, the growth rate is \"simply\" the product of ROCE and reinvestment rate, i.e.,Long-Term Growth Rate = ROCE * Reinvestment RateThe ROCE of both stocks has been detailed in our earlier articles and I will just directly quote the results below. In this analysis, I consider the following items capital actually employed A) Working capital (including payables, receivables, inventory), B) Gross Property, Plant, and Equipment, and C) Research and development expenses are also capitalized. As you can see, BABA was able to maintain a remarkably high ROCE over the past decade. It has been astronomical in the early part of the decade exceeding 150%. It has declined due to all the drama in recent years that you are familiar with (China's tightened regulations, high tax rates, slow-down of the overall economic growth in China, et al). But still, its ROCE is on average about 95% in recent years.AMZN's ROCE has shown a similar pattern. It too has enjoyed a much higher ROCE in the early part of the decade. And it too has witnessed a steady decline over the years. In recent years, its ROCE has been relatively low, with an average of around 29%. A ROCE of 29% is still a healthy level (my estimate of the ROCE for the overall economy is about 20%). However, it's not comparable to BABA or other overachievers in the FAANG pack.Next, we will examine their key segments and initiatives to form a projection of their future profitability and growth drivers.AuthorGrowth prospects and final verdictLooking forward, I see both as well poised to benefit from the secular trend of e-commerce penetration. When we are so used to the American way of online shopping, it's easy to form the impression that e-commerce has already saturated. The reality is that the global e-commerce penetration is still ONLY at about 20% currently. Meaning 80% of the commerce is still currently conducted offline. In terms of absolute volume, as you can see from the following chart, global retail e-commerce sales have reached $4.2 trillion in 2020. And it's projected to almost double by 2026, reaching $7.4 trillion of revenues in the retail e-commerce business. The e-commerce movement is just getting started and the bulk of the growth opportunity is yet to come. And leaders like BABA and AMZN are both best poised to capitalize on this secular trend.OBERLO dataI also see both enjoy tremendous growth opportunities in other areas besides e-commerce. Both are leaders in the cloud computing space, especially in their own geographical areas. This segment has tremendous growth potential as the world shifts to the pure \"pay per use\" model, and the growth is just starting as start-ups, enterprises, government agencies, and academic institutions shift their computing needs to this new model. In BABA's case, its cloud computing, international avenues, and domestic platform expansion are all enjoying momentum. These segments all show promise for profitability and growth in the near future to maintain their high R&D yield and high ROCE. Similarly, AMZN's AWS unit is expected to grow significantly in the near future to help lift the bottom line. It has recently announced offerings such as Cloud WAN, a managed wide area network, and Amplify Studio, a new visual development environment. Moreover, AMZN's also announced the planned $8.45 billion purchase of MGM Movie Studios, and I'm optimistic about the synergies with its streaming businesses.Also, I do see some asymmetric growth opportunities for BABA. As aforementioned, both stocks are best poised to capitalize on the world's unstoppable shift toward e-commerce. However, the remaining shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum. As shown in the chart above, world retail e-commerce sales are expected to exceed $7.3 trillion by 2025. The twist is that the Asian-Pacific region will be where most of the growth will be. By 2023, the Western continents will contribute 16% of the total B2B e-commerce volume, while the remaining 84% would come from the non-Western world. And BABA is best poised to benefit with its scale and reach, government support, and cultural and geographic proximity.Finally, the following table summarizes all the key metrics discussed above. As mentioned early on, my thesis is that the risks surrounding BABA have been fully priced in already. Even if we put aside the issue of valuations and risks, there are many comparable aspects between these two e-commerce giants (probably more than their differences). Comparing and contrasting their R&D efforts, profitability, and future growth areas not only elucidate their own investment prospects but also provide insight into other e-commerce investment opportunities.AuthorRisksI do not think there is a need to repeat BABA's risks anymore. Other SA authors have provided excellent coverage already. And we ourselves have also assessed these risks based on a Kelly analysis.For AMZN, a key issue I recommend investors to keep a close on in the upcoming earnings release is the leasing accounting. We have cautioned readers before the 2021 Q4 earnings release about the role of its lease accounting and the possibility of its free cash flow (\"FCF\") deterioration after being adjusted for leasing accounting. And as you can see from the following chart, unfortunately, its FCF has indeed suffered a dramatic deterioration to a negative $20B in 2021 Q4. In the incoming 2022 Q1 release, this is a key item that I would be watching.AMZN 2021 Q4 earnings releaseSummary and final thoughtsThe stock market is notorious for completely ignoring business fundamentals both at the greed extreme and at the fear extreme. The stark contrast between BABA and AMZN serves as a general example of such market psychology so investors could identify mispricing opportunities.The thesis is that BABA is now in the extreme fear end of the spectrum and its stock price has recently become disconnected from fundamentals. In particular,The current market valuation has already priced in all the risks surrounding BABA. BABA's price to sales ratio is discounted by almost half relative to AMZN despite its higher margin and profitability.Both stocks pursue new opportunities aggressively with 10% to 12% of their total sales spent on R&D efforts, but BABA enjoys a far better yield.I also see both well poised to benefit from the secular trend of global e-commerce penetration and also from the opportunities in other areas such as cloud computing. However, I do see some asymmetries here. For example, the remaining e-commerce shift will be unevenly distributed and the Asian-Pacific region will be the center of the momentum, where BABA is better positioned to benefit from its government support and cultural/geographic proximity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}